Mary edits a Microsoft® Excel budget document and
sends a chat invitation to her team members, Bill and Terry, inviting them
to discuss it.
- Mary right-clicks the docment fy07budget.xls in the Finances place,
and clicks Edit to check out the document and open
it for editing.
- Mary edits the open document and then closes it, saving her changes.
- The lock icon shown next to the document in the Finances place
indicates that it is checked out. To check in the document with her changes,
Mary right-clicks the document and clicks Checkin to
check in her changes and remove the lock icon.
- Mary right-clicks the document and clicks Chat about
Document.
- In the Topic field in the Invite
to chat and share documents window, Mary types "Here's a link
to the updated budget document. Let me know when you have time to discuss
it" and she sends the invitation to her team members, Bill and Terry.
- Bill and Terry, who have also installed the Lotus Quickr connector
for Lotus
Sametime, open the document
by right-clicking the link to it in the invitations they receive.