How do I prevent an embedded document from opening in-line?

There are two parts to this article

  1. Adding an embedded document to a profile.
  2. Changing the display from inline to icon so the file opens in its native application which is the recommended approach.

Adding an embedded document to a profile

In this example, we placed a Word DOCX file in the MasterFile Watch Folder.

  • The Watch Folder Alert pops up and we click OK to embed the file in the new profile that gets created automatically.
Adding an embedded document to a profile

The created profile looks like this.

You can also right click on the file and drag and drop into the Scanned Document Image field of a new profile.

When you drop into that field, a menu pops up. Choose Create Embedded ... and

either the document's icon (Word) is displayed or the entire document opens in-line. If you double click the icon, whether created by the Watchfolder or by drag and drop, it will automatically open the document in-line. Opening the document can take a while if the document is very large.

If there is a thick border around the file document the display is live and you can edit using Word within MasterFile itself. Note the Word ribbon bar displayed inside Notes.

Changing the display from in-line to icon so the file opens in its native application

Change the in-line display as follows

  1. Click outside the text area so the border is a thin line.
  2. Right click in the text area and from the context menu, choose Object Properties.
Changing the display from in-line to icon so the file opens in its native application

And then, choose Display as icon.

The rendition changes to a Word icon.

Save the document.

To edit

  1. Double click in the profile to place it in Edit mode.
  2. Double click on the Word icon.

The embedded file opens in Word. Note that the title bar displays the MasterFile document profile name reflecting that the file was opened from MasterFile.

After you have finished editing, SAVE the document to re-save to MasterFile.

If you had NOT edited the profile before starting, your work will not be saved back to the profile.

In this case

  1. SAVE AS to a folder on disk.
  2. Right click on the document icon and select Delete.
  3. Re-embed the new file from the folder where you saved it back into its profile.

If you want to keep a current version before editing, then

  1. Enter Edit mode.
  2. Right click on the document icon and select Copy.
  3. Right click in the field after the document icon and select Paste, or, do so in the Drafts of documents field in the Additional Information section of the profile.
  4. You can type any descriptive text next to the icon to identify the version.