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Embedded objects

Editing an embedded object

You can edit embedded objects such as Microsoft Word documents, Excel spreadsheets, or Outlook email messages in their source applications, or from within FileCabinet CS.
  1. In the
    Folders
     window, double-click the drawer ID of the appropriate drawer.
  2. Double-click the folder containing the object you want to edit.
  3. Highlight the embedded object.
  4. Choose
    Object
    Edit Object
     to enter edit mode.
    note
    • You can also edit an object by double-clicking it in the
      Folders
       window, or by double-clicking the
      Watch
       window when the object is selected in the
      Folders
       window.
    • By default, embedded objects created from Microsoft Office applications open in the application in which they were created (embedded Word documents open in Microsoft Word, for example). With the exception of Outlook email messages, you can have embedded Microsoft Office objects open for editing in the FileCabinet CS Watch window by default by choosing
      Setup
      User Preferences
      , selecting the
      Misc
       tab, and clearing the
      Open embedded Microsoft Office documents in a separate window
       checkbox.
    • When editing an object from within FileCabinet CS, the FileCabinet CS toolbar and pull-down menus (except the
      File
       menu) change to reflect the toolbar and pull-down menus of the application in which the embedded object was created. The
      File
       menu still controls FileCabinet CS functions. The
      Help
       menu combines the help menus from FileCabinet CS and the source application of the embedded object. This allows you to access the functions of the source application while editing the object in FileCabinet CS.
    • If you run FileCabinet CS in Virtual Office CS or SaaS, you cannot edit PDF files as embedded objects. In this case, we recommend that you make changes using the annotation features.
  5. Make the desired changes to the object. FileCabinet CS saves the changes automatically when you close the object.
  6. To close an object you are editing from within the FileCabinet CS
    Watch
     window, choose
    Close Object
     from the
    File
     menu. The toolbar and pull-down menus return to the standard FileCabinet CS toolbar and menus.
If Adobe Acrobat is installed on your computer, you can edit embedded PDF documents. Although the Adobe Acrobat toolbar is visible when the embedded PDF document is displayed, you must select
Object
Edit Object
 to open the embedded document in edit mode before making any changes. When you open an embedded PDF document for editing, a separate Acrobat window opens. You must close this window when you are done editing the document for any changes to be saved in FileCabinet CS. Note that Adobe Acrobat and the Adobe Reader are separate applications and that you cannot edit embedded PDF documents with the Adobe Reader.
note
  • The portion of an embedded object that is displayed in the
    Watch
     window (while not in edit mode) is displayed via the source application, not FileCabinet CS. However, when not in edit mode, only one page of a multiple-page document can be displayed in the
    Watch
     window. With the exeption of embedded PDFs, you must enter edit mode using the steps described above to see the full document. Regardless of whether you have entered edit mode, the full document prints when selected for printing from FileCabinet CS.
  • Embedded objects that reside in an archive volume can be opened for editing within the source application, but because archived documents are "read-only," you cannot save changes to the copy that resides within the archived data. If you make changes to an embedded object that resides in a volume, you will be prompted to save a copy of the file elsewhere when you close the object. If you want to embed the edited document into the current drawer, save a copy of the file and then embed the document into the drawer.

This article applies to:

  • PRODUCT: FileCabinet CS