Creating an embedded object from a file

You can embed any file into Digita FileCabinet that originated in an application that supports Active Document Interface, such as Microsoft Word, Excel, or PowerPoint. You can also embed PDF, MHT, and HTML files. When you store a file as an embedded object in Digita FileCabinet, you can edit the file in the original application, or from within Digita FileCabinet using many of the features of the object's source application.

If you embed a file from your local drive or network, changes you make to the embedded object do not affect the original file.

  1. Choose Object > Create from File.
  2. In the Create Object From File dialog, select the drawer ID for the drawer (or choose <Select multiple drawers>) in which you will store the embedded object.
  3. Click the Browse button and navigate to the file you will store in the drawer.

    Note: If you're running Digita FileCabinet in the Digita Virtual Office environment, you can navigate to files on your local network.

  4. Highlight the desired file and click Open.

    Tip:Hold down the SHIFT or CTRL key to select multiple files.

  5. Optional: Tick the Delete file(s) in their original location after embedding checkbox.

    Note: If you mark this option, the file that you are embedding in Digita FileCabinet will be permanently deleted.

  6. The object name defaults to the name of the file. You can change the name of the object, if desired.
  7. Mark the checkboxes for the folder or folders in which you want to store the object.

    Note: If no folder is selected for storage of the object, it will be placed in a folder named {Not yet filed} and can be placed in a folder later.

  8. Click OK.

Tip: If the file you choose is of a type that cannot be embedded, you will receive a message saying "The file is not supported by a Document Object server."

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