Save Dialog (Save As New) - Check-in Form Panel

The Check-in Form panel of the Save dialog is used to check the currently open Microsoft Office file in to an Oracle WebCenter Content Server instance as a new content item using a check-in form on that server.

Element Description
Check-in Form

This is the icon of the current dialog.

Folder

Click the Folder icon to open the Save Dialog (Save As New) - Folder Panel.

Server

Select the content server that you want to check the item in to. If you select a different server than the current one, you may be prompted to provide your login name and password (depending on the server configuration).

The list of available servers includes only Oracle WebCenter Content Server instances; it does not show any Oracle Content Database servers or other WebDAV servers. This is because this page uses standard Oracle WebCenter Content Server check-in functionality.

Folder

Select the folder that you want to check the item into.

If the folder you want is not shown in the Folder list, use the Browse button to open a dialog through which you can find it.

The profiles available from the Profile list change according to the folder you have chosen to check the item into.

Profile

Select the content profile that should be applied to the check-in form (providing any profiles are defined on the content server). Content profiles are used to limit the metadata fields shown on the check-in form (and also several other content server pages), depending on the type of content. For example, a "Sales" profile might show metadata fields for revenue numbers, sales forecasts, and the like, whereas a "Support" profile might show metadata fields for case number, status, and the like.

Profiles are available only if you are connecting to Oracle WebCenter Content Server 12c R2 or Oracle Content Server 11g R1. They are not available for Oracle Content Server 10g R3. Contact your content server administrator if you need any assistance.

Check-in form

This is the standard content check-in form on an Oracle WebCenter Content Server instance, where you assign metadata to the item before checking it in to the server. You can use the Reset button at the bottom of the form to revert the form to its initial state (that is, remove any data that you entered on the form).

The default title is the current file name (for existing files; for example, "Your Proposal.doc") or the default name for new documents (for unsaved files; for example, 'Document1' for Microsoft Word). The title and file name are not linked; that is, if you modify the title, the file name does not automatically change with it (and vice versa).

If you want the content item to show up in a content folder on the server, make sure that you specify the location in the Folder field.

All mandatory metadata fields are marked with an asterisk (*). The item cannot be checked in if any of these fields is empty.

File name

Enter the file name of the item to be checked in to the content server. The default file name is the current file name (for existing files) or the default name for new documents (for unsaved files; for example, 'Document1' for Microsoft Word). By default, the title is the same as the file name. The file name and title are not linked; that is, if you modify the file name, the title does not automatically change with it (and vice versa).

Save as type

Select the file type that you want to save the file as (and check it in to the content server). The available options depend on the application that you are working in. For example, you can save Microsoft Word files as standard Word documents (.doc or .docx), XML files (.xml), single-file web pages (.mht), document templates (.dot), Rich Text Format files (.rtf), or plain text files (.txt).

If you save and check in a document in a file format that does not support embedded Microsoft Office properties (for example, RTF, XML, or plain text) and you open that file in view ("read-only") mode, you will not be able to check out the file from within the application (using the Check Out option in the WebCenter Content menu or ribbon).

This option is not available in Microsoft PowerPoint.

Reopen after check-in

After a file is checked in to the content server, it is closed in the Microsoft Office application. Select this check box if you want the document to be checked out and reopened automatically after it is checked in. This is useful if you want to continue to work on the document after check-in. Note that if the new document was created by saving an existing checked-out document, the check-out on the existing document is not undone.

Help

Click this button to display context-sensitive help information for this dialog.

OK

Click this button to close the dialog and check the file in to the content server using the metadata specified.

Cancel

Click this button to close the dialog without check the file in to the content server.

Related Topic

Using Oracle WebCenter Content: Desktop, "About Oracle WebCenter Content: Desktop"