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Documents

What kinds of files can I upload?

There are no restrictions on the kinds of files you can upload.

How do I upload files to a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversations icon in navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Click the Messages or Documents icon to open that view of the Conversation.

  5. On the Messages or Documents banner, click the Upload Document icon.

    Upload Document icon
  6. Browse to and select one or more files.

    Once you make your selection, an upload area opens at the bottom of the panel.

  7. To prevent file downloading and sharing select Disable download and copy.

  8. Optionally, enter a description where it says [Optional] Enter a description about the document(s).

  9. Click Post to start the upload.

Note: You can also upload documents from the Documents panel. For more information, see "How do I upload a file to a Conversation from the Documents panel?"

How do I upload a file to a Conversation from the Documents panel?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Click the Upload Document icon.

    Upload Document icon
  3. Navigate to and select the documents to upload.

  4. At the bottom of the panel, click Upload to, to open the Add Conversations dialog.

  5. Select a destination Conversation for the uploaded file.

  6. For all but New, select the Conversation you want to upload the document to, and click OK.

  7. To prevent file downloading and sharing select the Disable download and copy.

  8. Optionally, enter a description where it says [Optional] Enter a description about the document(s).

  9. Click Post to complete the upload.

How do I download a file?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Document and then Download.

    If, when the file was uploaded, it was marked to prevent downloads and copies, this option is not available.

  3. Select a destination, and click Save.

How do I view a file?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. To view a file, click its thumbnail to open it in its default application.

How do I copy a file to another Conversation?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Copy Document to Conversation.

  3. In the resulting dialog, select a way to locate the target Conversation:

    • Recent Conversations—For a list of Conversations you have visited recently

    • Favorites—For a list of Conversations you have marked as a favorite

    • Search—To use search to locate the Conversation

    • New—To create a new Conversation

  4. For all but New, select the destination Conversation.

  5. Click OK to copy the file to the selected Conversation.

How do I navigate from a document to its Conversation?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the document to open its Options menu, and select Go to Item to open the Documents tab of the Conversation.

You can also navigate to a Conversation by clicking its name in the list of documents. This opens the Posts tab of the Conversation.

What's the difference between Edit and Edit With?

In the Documents panel, both the Edit and Edit With options are available on the Documents submenu of a file's Options menu.

  • Edit opens a file in its native application. This is determined by the file's extension.

  • Edit With lets you choose the editor.

How do I edit a file through the Outlook add-in?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Documents and then Edit or Edit With.

    Options menu icon
  3. If you select Edit With, select the editor to use.

  4. Edit the file, and save, keeping the same file name and same default directory.

  5. In the add-in panel, right-click the file to open its Options menu, and select Documents and then Check-In Document.

  6. Upload the new file version as you would any other file.

    For more information, see, "How do I upload files to a Conversation?"

Note: If you use Edit With, you may need to select Stop Editing from the file's Options menu. This is necessary when the file continues to appear highlighted.

How can I view a file's annotations?

The Outlook add-in provides a pathway to document annotations in your browser instance of Oracle Social Network. This is because annotations are not directly supported in the add-in.

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select View Annotations.

  3. If prompted to, log in to your browser instance of Oracle Social Network.

    A detailed view of the document opens, showing its annotations.

How do I copy a file URL to my clipboard?

When you copy a file URL to your clipboard, you can paste it anywhere you like. When clicked, it goes to the file preview in your browser instance of Oracle Social Network.

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Copy Document Link.

How do I send a file as an email?

When you send a file as an email, a new email opens. It includes an attachment to the file and a link to the Conversation the file is posted to. Everyone who receives the email can see the file link, but only those who are also members of the Conversation can open it.

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Send As E-Mail.

How do I delete a file?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click a file to open its Options menu, and select Remove.

  3. In the confirmation dialog, click Yes.