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1. When you view a notification from the Detail Notification web page, you may see a reference link to a DM document in the body of the message. The DM document link allows you access to the corresponding document management system to view and manipulate the document.

2. Click on the link to display a DM integration screen in a new browser window.

Note: Since the document management system maintains secured access to its documents and functions, you must log on as a valid user the first time you access the document management system from the current web session.

3. The screen initially displays a Launch Document toolbar and the content of the referenced DM document. The buttons on the toolbar are fixed regardless of the document management system you are integrating with and represent standard functions that any document management system can perform.

When you select a toolbar button, the integrated document management system displays a native screen that prompts you for information necessary to complete the function. You do not need to learn a new user interface to accomplish the tasks that are familiar to you in your document management system.

Note: When the document management integration screen appears, a separate Document Management Transport Window appears. Do not close this window until you have created or selected a document in the document management system. Once you create or select a document, the Document Management Transport Window automatically closes.

4. Click on any of the following Oracle Workflow DM toolbar buttons. The standard functions associated with the buttons are listed below. Each function is effectively carried out by the integrated DM system and although the functions are described in a general manner below, realize that the implementation of these functions may vary between DM vendors and that different vendors take different approaches to the user interface.

• Document Name--displays the name of the referenced document.

• Display--display the content of the document in its native format. In some exceptions, the document must be downloaded and viewed from a locally installed application. The document management system informs you if so.

• Fetch--fetch the contents of the document to your local file system. This allows you to review and modify the document content without being connected to Oracle Workflow or the document management system.

• Check Out--check out the document from the document management system and fetch the document onto your local file system. If you check out the latest revision of the document, you lock the document assuming it is not locked by someone else.

If the document is already locked, or if you check out an earlier revision of the document, this function checks out the document in read-only mode and fetches a copy to your local file system. You can edit the local copy, but you cannot check it in unless you rename the document.

• Check In--check in a new version of a document into the document management system. Provide detailed comments that explain your changes or a description of the document if this is a new document. The document is unlocked once it is checked in so that others may revise it.

• Unlock--remove a lock on the document without checking in a new version of the document. Use this function if you check out the wrong document or if you do not plan to edit the document you've checked out.

• Show History--display the history of and information about the referenced document. Depending on how the integrated document management system implements this function, you may see information such as content, comments, archive history, and metadata (author, date changes, and so on) associated with the check in history of the document. You may also see information such as who is currently locking the document, its current revision number, its current document size and format, and so on.

• Help--display online help.