After checkout, you can work with a doclet directly in Word while connected to Oracle Enterprise Performance Reporting Cloud Service through Smart View. If you must close Word or disconnect from Oracle Enterprise Performance Reporting Cloud Service, you can upload the doclet before closing or disconnecting and the changes you made are saved for the next time you start Smart View and log on Oracle Enterprise Performance Reporting Cloud Service.
Alternatively, use the Word Save As command to save a doclet to a local or network folder and work with it locally or from your network folder, outside of the Oracle Enterprise Performance Reporting Cloud Service environment. The following procedures explain how to download a doclet to work with locally, and how to upload the doclet back to Oracle Enterprise Performance Reporting Cloud Service.
Note: | In the following procedures, “locally” refers to both locally-saved doclets and doclets saved to a network folder location. |
Downloading Doclets for Local Use
To download a doclet to work with locally:
In the checked-out doclet, using the File menu in Word, select Save As.
Save the document to a local folder or network folder location, as you require.
Caution!
You can save a document locally anytime. But be aware that if you do not check out the doclet before saving it locally, other users can still check it out and modify it. Then you won't be able to upload your version of the doclet without overwriting other users' changes. Oracle recommends checking out a doclet first before downloading it locally or to a network folder.
Modify the downloaded doclet in the native Office application.
When you're finished with your modifications, follow the procedure in Uploading Locally-saved Doclets.
Uploading Locally-saved Doclets
This procedure assumes that you have worked with a doclet locally or on a network folder, while disconnected from Oracle Enterprise Performance Reporting Cloud Service in Smart View. You must connect to Oracle Enterprise Performance Reporting Cloud Service before opening your doclet file in Smart View.
To upload a locally-saved doclet:
Open Microsoft Word, but do not open the locally-saved doclet file yet.
Connect to Oracle Enterprise Performance Reporting Cloud Service, as described in Connecting to Enterprise Performance Reporting in Smart View, and open the report package to which your locally-saved doclet belongs.
In Word, open the locally-saved doclet by using the File, Open command.
This action loads the Performance Reporting ribbon. Note the state of the ribbon; the Upload button is enabled.
Continue with step 3 in Uploading Doclets and Working with Page Attributes.