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Working with documents in Application Integration

Application Integration is the name for the lightweight ProjectForce client application that you can use from within almost every Windows application to work with documents stored in ProjectForce libraries.

Application Integration is designed primarily to help you find documents in ProjectForce libraries, check them out, and open them for editing in Windows applications. It also designed to help you to check in checked-out documents and to add new documents to ProjectForce libraries. These actions are the same as those in the ProjectForce client. Application Integration uses the Windows application's Open and Save As commands to perform these actions, which are described in the following topics.

When Application Integration is installed on your computer and you select any commands that use standard Windows file dialogs such as Open or Save As, you will see one of two dialogs depending on the configuration of Application Integration. Which dialog you see is configurable to meet your preference:

By default, the Application Integration dialog, similar to the following figure.
A standard Windows file dialog box may appear with the ProjectForcelibrary button in the toolbar. If you click the button, the Application Integration dialog box appears, similar to the following figure.

The following table lists the major features of the Application Integration dialog and descriptions of each part, keyed to the numbers in the figure.

Application Integration dialog features
Number	Feature	Description
1	Toolbar	Frequently used Application Integration buttons.
2	Address bar	The path to the documents currently shown in the document list pane. Click the arrowhead icon to select a different sub-folder or navigation view.
3	Document list pane	Lists of documents and their basic properties: residing in library folders, most recently used documents, and checked-out documents. For descriptions of the various status icons, see About the Add Wizard icons. To modify the layout of the columns, drag them to the desired locations.
4	Refresh button	Click to refresh the document list pane to show documents moved or created since the window was opened.
5	File type filter	Select a file type filter to apply to the document list pane.
6	Status bar	Shows the number of documents found in the current folder with the current file type filter applied.
7	Navigation view	Displays the folder structure of the library. Documents contained in a selected folder for which you have at least View access level are listed in the document list. Double-click a folder to open it. Expand or collapse folders by clicking the plus and minus signs.

The Application Integration dialog can be opened from within any application that uses standard Windows file browser dialogs (and can therefore display the library button) for its commands.

By default, the Application Integration dialog is shown first. If the Default Behavior option of Application Integration is set to Always Show Standard File Dialog, the application's normal dialog box appears.

To close the application's normal dialog and open the Application Integration dialog:

Click the ProjectForce library button .

To change the Default Behavior option, see Setting Application Integration options.

To close the Application Integration dialog, open the application's normal file dialog, and select a document from a location other than the library:

Click the Local File System button .