Editing Sealed Microsoft Office Templates

Working with Sealed Documents 4-15

4.11.3 Creating a Sealed Microsoft Office Template Using Windows Explorer

Use the following procedure to create a sealed template using Windows Explorer:

1. In Windows Explorer, select an unsealed template for example, .dot, .dotx,

.dotm, .xlt, or .pot.

2. Right-click the selected template.

3. Select Seal To and the context that you want documents created from this template

to be associated with.

4.11.4 Editing Sealed Microsoft Office Templates

Use one of the following procedures to edit an existing sealed template: ■ In Windows Explorer, select the sealed template, select the File menu, select Open, edit the document, then save it. ■ While using the relevant Microsoft Office application, select the File menu, then select Open. You can then use the Files of Type field on the Open dialog to specify that you want to open a sealed template. Edit the document, then save it. Rights: To seal an unsealed template, you need the Seal right. See Section 1.3, About Rights . Rights: To open a sealed template, you need the Open right. To edit a sealed template, you need the Edit right, or an associated right. To save changes to a sealed template, you need the Reseal right. See Section 1.3, About Rights . 4-16 Oracle Fusion Middleware Users Guide for Oracle IRM Desktop 5 Using Sealed Email 5-1 5 Using Sealed Email This section covers the following topics: ■ Creating and Sending Sealed Email ■ Opening Sealed Email Messages and Sealed Attachments ■ Creating Sealed Email Replies ■ Forwarding Sealed Email

5.1 Creating and Sending Sealed Email

This section covers the following topics: ■ About Creating and Sending Sealed Email ■ Creating and Sending Sealed Email using an Integrated Email Application ■ Creating and Sending Sealed Email using an Existing Document Attachment ■ Creating and Sending Sealed Email using Sealed Email Document Format

5.1.1 About Creating and Sending Sealed Email

There are two main ways to create sealed email, subject to your rights and the software that you have installed on your system: ■ If you use Microsoft Outlook or Lotus Notes, Oracle IRM sealing options can be integrated directly into your email application. You can mark an email to be sealed as it is sent. This allows the very easy sealing of new emails, replies, and forwarded emails. Replying and forwarding of sealed emails are handled very much like regular replying and forwarding, enabling you to participate in email threads where all the messages are sealed. ■ You can use any email application to send any sealed document as an attachment. The attachment can be any sealed document, including one that has been created specially as a sealed email document using the facility added to Windows Explorer. The advantage of using the special sealed email document format is that Note: The recipient of a sealed email will be able to read it only if he has Oracle IRM Desktop installed on his computer and he has been given sufficient rights. It is recommended that you insure intended recipients have Oracle IRM Desktop installed or know how to obtain it, especially if you send emails outside your own organization.