Insert a document as an embedded object in a Lotus Notes document or form

To exchange information between Lotus Notes and Microsoft Word, you can insert a Word document as an embedded object in a Lotus Notes document or form. You cannot insert fields in a Notes document; the fields can be inserted only in a Notes form.

Lotus Notes document

If you want to insert the embedded object in a single Notes document or if you want to insert different embedded objects in several Notes documents, you can insert a Word document as an embedded object in an editable rich text field in a Lotus Notes document. If you want to use Notes/FX field exchange in the Notes document, the document must already contain the Notes/FX field exchange fields you want to use to exchange information.

  1. Click the database you want in Lotus Notes, and then on the Create menu, click the form you want to create the document from.

    The form must include an editable rich text field.

  2. Click in the editable rich text field.
  3. On the Create menu, click Object.
  4. To insert a new blank document as an embedded object, click Create a new object, and then click Microsoft Word Document in the Object type box.

    To insert an existing document as an embedded object, click Create an object from a file, and then type the name of the document in the File box, or click Browse to select from a list.

  5. To display the embedded object as an icon, select the Display as icon check box.

Lotus Notes form

You can also insert a Word document as an embedded object when you design a Notes form. For example, if you want to create multiple Notes documents that contain the same embedded Word document, insert the embedded object when you design the Notes form. In this way, the embedded object will already exist within each new Lotus Notes document or form you create from the existing form. When you add Notes/FX fields to the form with the embedded object, each new Notes document or form you create from that form is ready for Notes/FX field exchange.

  1. To create a new form in Lotus Notes, click the database you want, point to Design on the Create menu, and then click Form.

    To modify an existing form, click the database that contains the form. On the View menu, click Design. Under Design in the navigation pane, click Forms. Double-click the form.

  2. Click where you want the embedded object to appear.
  3. On the Create menu, click Object.
  4. To insert a new blank document as an embedded object, click Create a new object, and then click Microsoft Word Document in the Object type box.

    To insert an existing document as an embedded object, click Create an object from a file, and then type the name of the document, or click Browse to select from a list.

  5. To display the embedded object as an icon, select the Display as icon check box.