6.2 Adding Oracle IRM Fields in Microsoft Word

This section covers the following topics:

Adding an Oracle IRM Field to a Microsoft Word Document
Registering Oracle IRM Fields as Microsoft Word Document Properties
Using Oracle IRM Fields that have been Registered as Microsoft Word Document Properties

6.2.1 Adding an Oracle IRM Field to a Microsoft Word Document

For typical uses of Oracle IRM fields, see "About Oracle IRM Fields and Watermarks".

You can add fields anywhere in an unsealed Microsoft Word document. However, if you add them to headers and footers, they are repeated consistently on every page of a document, and can be used as a watermark that lies behind the main content of the page.

Rights:

To complete this procedure you will need the Seal right, and to see transformed fields in sealed documents you will need the Open right as a minimum. See "About Rights".

Use the following procedure to add an Oracle IRM Field to a Microsoft Word document:

Open an unsealed Microsoft Word document and position the cursor in the document to indicate where you want the field to appear.
Select the Insert menu, then select Field.
Select Document Information from the list of categories. (In Word 2007, select Quick Parts in the Text area, then select Field.)
Select DocProperty from the list of field names. (In Word 2007, click Field Codes.)
Edit the text field beneath the two lists so that it identifies the Oracle IRM field you want to use. (In Word 2007, edit the Field Codes text box.) For example:

DOCPROPERTY "irm-account-name"

For the complete list of Oracle IRM fields, see "List of Oracle IRM Fields".
Click OK.

The string Error! Unknown document property name appears at the cursor. This is not a problem, but can be avoided as described in "Registering Oracle IRM Fields as Microsoft Word Document Properties".
Save and close the Microsoft Word document.
Seal the Microsoft Word document.

When you open the sealed Microsoft Word document, the Oracle IRM field is transformed.

6.2.2 Registering Oracle IRM Fields as Microsoft Word Document Properties

You can simplify the use of Oracle IRM fields by registering them as Microsoft Word document properties. This procedure can be used to avoid an unhelpful error message being shown as a placeholder for the field data, as described in "Adding an Oracle IRM Field to a Microsoft Word Document".

Rights:

This procedure does not require any Oracle IRM rights.

Use the following procedure to register a field as a document property:

Open an unsealed Microsoft Word document.
Select the File menu, then select Properties.
Select the Custom tab.
Type the name of an Oracle IRM field, for example, irm-account-name.

For the complete list of Oracle IRM fields, see "List of Oracle IRM Fields".
Specify a value, for example, "This field will be updated when sealed".
Click OK.

6.2.3 Using Oracle IRM Fields that have been Registered as Microsoft Word Document Properties

Having registered the field, it is available as an option next time you use the Field item on the Insert menu. The specified value appears in the Word document instead of the placeholder string.

Rights:

To complete this procedure you will need the Seal right, and to see transformed fields in sealed documents you will need the Open right as a minimum. See "About Rights".

Use the following procedure to use a registered Oracle IRM field:

Open an unsealed Microsoft Word document and position the cursor in the document to indicate where you want the field to appear.
Select the Insert menu, then select Field.
Select Document Information from the list of categories.
Select DocProperty from the list of field names.
Click the Options button, select the Oracle IRM field from the list of properties, then click the Add to Field button.
Click OK to close the Field Options dialog.
Click OK to close the main Field dialog.

The value of the field appears at the cursor.
Save and close the Microsoft Word document.
Seal the Microsoft Word document.

When you open the sealed Microsoft Word document, the field is transformed.