Opening a File From SharePoint

To open a file from SharePoint:

  1. There are three ways to open a file from a DMS in Revu when a DMS interface is configured:
  1. If you have enabled Always Show Selection dialog in File Access Preferences, the Open From selection dialog box appears.

    Select the desired SharePoint site and click OK. If you are prompted to log in, do so. The Open File from SharePoint Library dialog box appears.

  2. Select the desired SharePoint site from the Site address dropdown list.
  3. Select the desired folder within the SharePoint site from the Library folder dropdown list.
  4. Select the desired file. By default, Revu will look for PDFs only; to open a different type of file, make a different selection from the dropdown list to the right of the File Name field.
  5. To both open and check out the file, select Checkout on Open. Otherwise, the file will open without being checked out.
  6. Click OK. The file appears in the Revu workspace and, if appropriate, is checked out.