Document Actions
7.
Portal Setup
Up one level
This is accessible in the Preferences page.
Most of this is self-explanatory other than a couple fields, which are described here.
The External Editor feature allows users to edit some files types, such as Microsoft Word and Excel, without explicitly downloading and then uploading the files. This is disabled by default, since there are several issues with the External Editor functionality. Only a few file types are supported, so users may frequently get errors if they attempt to use the External Editor feature with other content types. The External Editor works by launching the application, say Excel, then, behind the scenes, downloading the, in this example, .xls file to the local computer, in a temporary Internet folder. As users hit Save, the changes are copied up to the DMS. It is very difficult to find where on the local computer the file is saved, though this is rarely necessary, and most users will not be aware that the file is actually on their local computer in any case. In order to use the External Editor, users must install client-side software. The External Editor can be a useful feature, and users may wish to enable it. Once enabled, a pencil icon will appear next to objects that can potentially be edited.
Users are encouraged not to select the Show "Short Name" on Content checkbox.