About Saving Office Documents to EPM Cloud from Smart View

In Oracle Smart View for Office, you can save Microsoft Office documents (Word, Excel, and PowerPoint files) to the EPM Cloud Library. You can also download saved files from the library.

Applies to: Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

Users often share Office documents by emailing them or saving them to an internal location. Storing files in the Oracle Enterprise Performance Management Cloud Library gives users another option for saving files in a central location and facilitates sharing documents with other users.

You can also download saved files from the library.

In order to view the folders and files under the Documents node in the Smart View Panel, users must be connected to their EPM Cloud business process.

If users aren't already connected, they will be prompted to sign in when using the Save or Save As options.

Any Word, Excel, or PowerPoint file may be saved to the EPM Cloud Library. The files do not need to be connected in any way to an EPM Cloud business process.

See Saving Office Documents to EPM Cloud in Smart View

Note:

• You must have the Service Administrator or Power User role in order to save documents to EPM Cloud.

• Service Administrators:

  • Smart View requires Write access to the <Smart View Install>/cfg folder, properties.xml file during runtime. An "Access Denied" error may occur when attempting to save if users do not have permission to write to this folder and file.

  • You can limit access to the Save and Save As options by configuring the enableLibrary property in the properties.xml file, described in Managing Access to Saving Office Documents to EPM Cloud Library