How do I prevent an embedded document from opening in-line?
There are two parts to this article
- Adding an embedded document to a profile.
- 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
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
Changing the display from in-line to icon so the file opens in its native application
Change the in-line display as follows
- Click outside the text area so the border is a thin line.
- Right click in the text area and from the context menu, choose Object Properties.
Save the document.
- Double click in the profile to place it in Edit mode.
- 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
- SAVE AS to a folder on disk.
- Right click on the document icon and select Delete.
- 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
- Enter Edit mode.
- Right click on the document icon and select Copy.
- 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.
- You can type any descriptive text next to the icon to identify the version.