SHARING INFORMATION WITH OTHER APPLICATIONS


Embedding data in a Notes document
You can embed data from another application into a rich-text field in a Notes document. An embedded OLE object is a copy of data, so changes made to the original file are not reflected in Notes. To create an embedded object, both the original application and your operating system must support OLE technology.

When you click an embedded object a new menu appears in Notes:

Object menu

The name of the menu reflects the type of application. For example, if the object is a Lotus 1-2-3 Workbook file, the menu will be "Workbook."

Once you have embedded the data you can expand and view it in the Notes window. You may also be able to change other attributes of the object.

For more information, see Modifying an OLE object or ActiveX custom control using Notes properties.

Click any of these topics:


To embed part of a file into a document

You can embed part of a file from another application into a Notes document. If the application has OLE 2 technology you can drag and drop the data into Notes.

1. In the application, select the data you want to embed.

2. Copy it to the clipboard.

3. In Notes, open the target document in Edit mode.

4. Click in a rich-text field where you want the object to appear.

5. Choose Edit - Paste Special.

6. Select Paste.


7. In the "As:" box, select the source you copied the data from (for example, if you copied data from Lotus 1-2-3 for Windows, select Lotus 1-2-3 Workbook).

8. (Optional) Select "Display as icon" to display the data as an icon.

9. Click OK.

Note If you create an embedded object whose source application allows embedding, you can embed additional objects in the original object. This is called compound embedding.

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To embed an entire file into a document

You can embed a whole file as an object in a Notes document.

1. Open the document you want to add the embedded object to.

2. Click where you want the object to appear.

3. Choose Create - Object.

4. Select "Object from a file."

5. In the File box, enter the path to the file and the file name, or browse to find the file you want.

6. (Optional) Select "Display as icon" to display the data as an icon.

7. Click OK.

Note If you're using Windows, you can use drag and drop to embed a file created with an application that supports OLE2. To do so, choose Start - Programs - Windows Explorer, right-click the file, drag the file from Explorer, drop it into a rich-text field in the Notes document, and choose "Create Embedded Object here" from the menu that appears.

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To embed new data into a document

You can embed a new object into a Notes document. When you create a new object, Notes opens a blank work file in the application you select so you can enter data. When you save the data, it is saved as an object in Notes (instead of as a separate file).

If you select a source application that supports OLE2, Notes opens the blank work file directly in Notes.

1. With the document in Edit mode, click where you want the object to appear.

2. Choose Create - Object.

3. Select "Object."

4. Select an object type that corresponds to the application you want to use (for example, Lotus 1-2-3 Workbook).

5. (Optional) Select "Display as icon" to display an icon instead of the embedded data.

6. Click OK. 7. Enter data in the blank work file.

8. If the object was launched:

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To drag and drop data from another application to Notes

You can drag and drop data from many applications into a Notes document if the source application supports OLE2. Once in the document, the data is an embedded object--changes to it will not affect the original file.

Note Not all applications implement this feature the same way. If the procedure below does not work, refer to the documentation for the application you are using.

1. In Notes, open the target document in Edit mode.

2. In the application, select the data you want to embed.

3. Press and hold CTRL, and click the outline of the selected data.

4. While holding CTRL, drag the selection to the Notes document and drop it where you want the object to appear. Holding CTRL while you drag copies the data; dragging alone cuts the data out of the source file.

Note If you're using Windows, you can drag and drop data from an OLE 2 server application to Notes using the Windows desktop. To do so, copy the data to the Clipboard, click the right mouse button on the Windows desktop, and select Paste Shortcut. Then drag the shortcut from the Windows desktop and drop it in the Notes document.

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To expand an embedded object

If an object's source application supports OLE 2 "in-place" editing, you can tell Notes to expand the object to fill the entire Notes window.

1. With the document in Edit mode, click the object.

2. Choose Edit - Properties.

3. In the first panel of the object's properties box, select "Size object to Window."

4. Close the object's properties box.

5. Save and close the document.

6. Reopen the document in Edit mode, and double-click the object.

Note If the Notes document contains information other than the object, you cannot view that information while the object is expanded.

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To edit an embedded object

You can edit an embedded OLE object's data by launching the original application from Notes. If you're using Windows, and the original application supports OLE2, you can also edit "in-place" using the application's commands and toolbar directly in Notes.

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Editing an embedded OLE object in the original application (out-of-place)

1. With the document in Edit mode, highlight the object (single-click).

2. Choose Object Menu - Open.


3. Edit the data in the original application.

4. Choose File - "Exit & Return to Lotus Notes" (or the application's command equivalent).

5. To save the new data in Notes, choose File - Save.

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Editing an embedded OLE object in Notes (in-place)

You can edit "in-place" if the source application supports OLE2.

1. With the document in Edit mode, double-click the object.

2. Edit the data.


3. Click anywhere in the document outside the object.

4. To save the new data in Notes, choose File - Save.

Note If an OLE2 object is very large (for example, a spreadsheet containing several hundred lines), it's best not to edit the object "in-place." Instead, click the object and choose Object Menu - Open (Object Menu refers to the new menu that appears when you click an object.). Then edit the object in the application's window.

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To copy an embedded object or picture of an embedded object

You can make an editable copy of an embedded object, or just a picture, in which the data can only be read.

1. With the document in Edit mode, click the object.

2. Choose Edit - Copy to create an editable copy of the object.


3. Click outside the object.

4. In a Notes document, choose Edit - Paste.

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See Also