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Working with documents

Working with documents

Creating new documents

To create a new Google document from harmon.ie:

  1. Click the New button, and select a document type: Document, Spreadsheet, or Presentation.
  2. Give the new document a title.

To create a new Google document in a folder:

  1. Navigate to and open the folder.
  2. Create the new document as above.

Opening documents

To open a Google document from harmon.ie:

  1. Locate the document in the documents list.
  2. Double-click the document, or right-click it and select Open.
By default, the document opens in the default web browser. For Outlook versions prior to Outlook 2010, you can choose to open the document in Outlook's embedded browser.

Opening documents in a Web browser

By default, documents are opened in your default web browser (this behavior changed in harmon.ie v1.2). Outlook versions prior to Outlook 2010 feature an embedded web browser that opens within Outlook. To open documents in the embedded browser:

  1. Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the Google Docs tab.
  2. Open the drop-down list in the Web Browser category (not available in Outlook 2010), and select Embedded browser.

Notes:

  • If you are experiencing problems when working with Outlook's embedded browser, we recommend switching to working with your default Web browser.
  • To close a document that you have opened in Outlook's embedded browser, navigate away to your Inbox, or open another document from harmon.ie.

Renaming a document

To change the title of a Google document from harmon.ie:

  1. Locate the document in the documents list, and select it.
  2. Click the document title
    - or - press the F2 key.
    - or - right-click the document and select Rename.
  3. Type the new title.
  4. Press Enter.

Deleting a document

To delete a Google document from harmon.ie: 

  1. Locate the document in the documents list.
  2. Right-click the document, and select Delete, or press the Delete key.

Deleted documents are moved to the Trash view, until they are deleted from there.

Note: In this version of harmon.ie, it is not possible to undelete a file from Trash.

Deleting shared documents:

When you delete a shared document:

  • If you are the owner of the document, you are asked to move the document's ownership to someone else. If you delete the document anyway, the document will be deleted for all shared users.
  • If you delete a document that was shared with you, it is deleted from your documents list, and you are removed from this document's list of shared users.

Copying a document

To where can I copy a Google document?

You can copy documents to:

  1. Your local computer. In this case it is converted back from Google Docs format to a local file format, such as Microsoft Office. You can configure which file format to convert Google Docs types to.
  2. The following Outlook areas:
    1. An outgoing e-mail message body, for creating an e-mail attachment (read more in Share by e-mail), or to your Inbox, for creating a new e-mail message with links to the documents.
    2. An appointment, meeting, or event's description, for creating a link to the document.
    3. A task's description area, for creating a link to the document.
    4. A contact's notes area, for creating a link to the document.
    5. The Notes application to create a new note containing the document titles.

Note:

  • You can not copy documents between locations in the sidebar. To copy or move a document to another location use the Folders action.

How can I copy a Google document?

There are a several ways to copy a document from harmon.ie:

  1. Drag a document to any valid area.
  2. Right-click a document in the documents list and select Copy > Document | Link | Address. Then paste the document into any valid area.
  3. Select a document in the documents list and press the keyboard shortcut Ctrl+C. Then paste the document into any valid area.

Copying documents by drag-and-drop operations

  1. Locate the document in the toolbar, and select it.
  2. Drag the document to any valid area.

Notes:

  • When you drop a document into an e-mail message, a link is created by default, and your e-mail recipients can recieve permissions to view or edit this document. For more information, read Share by e-mail.
  • Hold the Alt key when you drag a document to an e-mail message or calendar event, if you want to attach a copy of the document versus a link.

Configuring drag-and-drop options

To change the default action of creating a link when dragging items from the harmon.ie sidebar to Outlook:

  1. Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the General tab.
  2. Select the check box Drag files instead of document links to Outlook.

To temporarily reverse the behavior set in the application options, hold the Alt key while dragging a document from the sidebar.

Notes:

  • This setting does not affect drag-and-drop operations to Windows Explorer, where document copies are always created.
  • This setting also changes the behavior of the Ctrl-C keyboard shortcut.

Copying documents with the Copy command

  1. Locate the document in the toolbar, and select it.
  2. Right-click the document and select Copy.
  3. Select any of the following sub-menu commands: 
    • Document, to copy the document itself.
    • Link, to copy a link to the document. This places the document's title with a hyperlink to its location as text on the Clipboard. The Copy Link command is also available for folders.
    • Address, to copy the address of the document. This places the URL of the document as text on the Clipboard. The Copy Address command is also available for folders.
  4. Paste the clipboard contents into any valid area.

Copying documents with Ctrl+C

  1. Locate the document in the toolbar, and select it.
  2. Press the Ctrl+C keyboard shortcut.
  3. Paste the document into any valid area.

Note: The Ctrl+C keyboard shortcut works similar to drag-and-drop operations from the sidebar. By default, a document link is copied when you select Ctrl+C. To change the default action when copying documents using Ctrl+C, follow the directions in Configuring drag-and-drop options.

Pasting a document

To paste a Google document into any valid area, right-click the area and select Paste, or press the keyboard shortcut Ctrl+V.