Save a document to TeamForge

You can store your Microsoft Office documents in CollabNet TeamForge even if the CollabNet TeamForge web interface is not open.

1. Open your Microsoft application.
2. Open the document you want to save.
3. From the File menu, choose Save to CollabNet TeamForge .
4. In the Log in window, enter the following information:
   • Your TeamForge user name and password.
   • The URL of your organization's TeamForge installation.
   Note: Do not enter the http:// or https:// before the server name.
5. Click Log In. The Selection Dialog window displays all of the projects and document folders in which you have permission to create documents.
6. Select the document folder in which you want to save the document.
   Note: Do not click on an existing document. This will prompt you to update that document.
7. In the Document Properties window, clear Use Filename, then enter a name in the CollabNet TeamForge Document Name field. By default, the file name is used as the document name.
8. Write a description for the document.
9. Choose whether the document is in draft or final status.
10. To lock the document and prevent others from editing it, select Lock Document.
11. Write a version comment, if appropriate.
12. Click OK.