Managed documents open in Microsoft Word, Excel, or PowerPoint with an information bar that provides content management details about the document ( Figure 10-1). If a document opens in view mode, you will see '(Read-Only)' following the file name in the application title bar ( Figure 10-1). You can make changes to the document, but you will have to save it as a new file (with a new file name) and check it in to the server as a new content item.

When you view an existing managed document on a content server in a Microsoft Office application, it is not checked out of the server and the document opens in read-only mode. While the document is checked out, it is locked on the content server, and no other user can check out the file until you either check it back in or cancel its checked-out status ('undo the check-out'). You can make changes to the document as required and when you save the document, you can check it back in to the server as a new revision of the existing content item. When you open an existing managed document on a content server in a Microsoft Office application, it is checked out of the server and the document opens in full edit mode.

10.2 Opening and Viewing an Existing Managed Document

Open word in edit mode default