Work with a Document Workspace site from an Office program

A Document Workspace site is a Microsoft Windows SharePoint Services site that helps you to coordinate the development of one or more related documents with other people. The site provides tools to share and update files and to keep people informed about the status of those files.

When you open a file from a Document Workspace site in one of the following 2007 Microsoft Office system programs — Word, Excel, PowerPoint, or Visio — the Document Management task pane appears, where you can interact with many of the features from a Document Workspace site. From the task pane, for example, you can assign a task that is related to a document or add new members to the Document Workspace site.

From the Document Management task pane, you can click a link to open the Document Workspace site in a Web browser. You can also open the Document Workspace site when you are browsing through the SharePoint site. To contribute to a Document Workspace site, you must have the correct permission. Find links to more information about creating Document Workspace sites in the See Also section.

  1. Do the following in these 2007 Office release programs:

    Word, Excel, or PowerPoint

    • Click the Microsoft Office Button Office button image , and then click Open.

      Visio

    • On the File menu, click Open.

  2. Under Look in, click My Network Places.

  3. Select the name of the SharePoint site where your file is located, and then click Open.

    Tip: Alternately, you can double-click the name of the site to open it. You can also double-click to open your library or file in the following steps.

    Note: If you don't see your server in My Network Places, type the URL of the server into the File name box.

  4. Select the name of the library that contains the file, such as Shared Documents, and then click Open.

  5. Select the name of the file that you want to open, and then click Open.

  6. If the Document Management task pane does not open —for example, if you closed it while working on the file at another time —do the following in these 2007 Office release programs:

    Word, Excel, or PowerPoint

    • Click the Microsoft Office Button Office button image , click Server, and then click Document Management Information.

      Visio

    • On the Tools menu, click Document Management.

      From the Document Management task pane, you can use the features of the Document Management site.

Tip: To open the Document Workspace site in a Web browser, at the top of the Document Management task pane, click Open site in browser.

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