Working with Sealed Documents 4-5
If more than one type of sealed file is available from the Files of type drop-down list, choose the type that you require.
If you have been authorized to allocate item codes manually see Section 1.7,
About Sealed Document Item Codes , you will see an Options section on the
dialog for naming a document. To set the item code, check the Update Item Code box if not already set, select the Use This Item Code option, then enter an item
code in the accompanying text box.
4.
Save the new document. The new sealed document is opened in the appropriate application, if available. You
can then work on the sealed document to the extent that your rights allow.
4.3.3 Using Microsoft Office to Create a New Document that is Sealed from the Outset
If Microsoft Office support is enabled this is an option on the General tab of the Oracle IRM Desktop Options dialog, use the following procedure to create a new
document that is sealed from the outset:
1. In the Microsoft Office application, select the New Sealed icon on the Oracle IRM
toolbar.
2. On the resultant menu, do one of the following:
■
select the context to which you want to seal the document, or
■
if the required context is not shown, select the Select Context menu item, or
■
if you want to base your new sealed document on a sealed template in which the context will already have been set, select the From Sealed Template menu
item.
3. If you have opened the Select Context dialog, select the context to which you want
to seal the new document. If the context that you want to use is not shown, try refreshing the list by clicking
the Refresh Contexts button. 4.
If you have opened the Select Sealed Template dialog, select the sealed template on which you want to base your sealed document.
You may have to change the type of template shown in the Files of type drop-down list to see the template that you want.
5. Select a location and enter a name for the new document.
If more than one type of sealed file is available from the Files of type drop-down list, choose the type that you require.
If you have been authorized to allocate item codes manually see Section 1.7,
About Sealed Document Item Codes , you will see an Options section on the
dialog for naming a document. To set the item code, check the Update Item Code box if not already set, select the Use This Item Code option, then enter an item
code in the accompanying text box.
6. Save the new document.
Rights: To seal a document, you need the Seal right. See
Section 1.3, About Rights
.
4-6 Oracle Fusion Middleware Users Guide for Oracle IRM Desktop
The new sealed document is opened. You can then work on the sealed document to the extent that your rights allow.
4.3.4 Creating a Sealed Version of an Existing Unsealed Document
