Steps:
- Open Word, a blank document and open Doc Connect
- Press ”Find in Arena” button to start a search
- Press the item or files tab and enter search details, when ready press ”Find”
- If you selected item search you need to click on the item to see the file
- Click on the file and press ”Open” button to start downloading
- File is downloaded using your default web browser (not Word) 4️⃣
- File will be automatically opened in a new Word window
- Now edit and update the Word document
- Check out - As an option you can now Check out the file so it is locked in Arena preventing other users from editing
- When you are done editing, update “Set file edition” with a new edition for the file and press ”Update Arena” 2️⃣
- Check in - If you used check out in step 6 then you will use Check in here in step 7
Optional...
- In Doc Connect - Click the "Open in Arena ...Item" link to open Arena and your newly created item with associated Word and PDF files in your default web browser.
- In Arena - Add the item to a Change Order for controlled change management in Arena
Web Browser Note
PDF Note