External Documents may be opened for inspection or to edit depending on the state of the switching plan. If the plan is in View-Only mode (), the document will be opened in read only mode; if the plan is in Edit mode (), the document will be opened with write permissions. See “Edit and View-Only Modes”.
Opening an External Document
To open an external document:
1. Click the External Documents tab.
2. Select the document you want to open and click the Open button (; or right-click the document and select Open...). The file is extracted to a local temporary directory and opened in the application associated with the file extension.
Notes: If the file extension, or type, is unknown or the application is not available, a message will be displayed indicating that the application is unknown.
Editing an External Document
External Documents opened from a sheet in Edit mode are available to edit.
1. Make changes to the document as necessary.
2. Save and close the document; the database will be updated with the changes made in the extracted (temporary) document the next time the switching sheet is saved.