Use the Open action to open an existing Word document from the specified location.

Considerations

An error is displayed if one of the following conditions are encountered when you deploy your automation to open a Word document:
  • The session name that you have specified already exists.
  • If you do not have the permission to open the document.
  • If the Word document is password protected and you enter a wrong or invalid password while trying to open or edit it.

Settings

  • Use the File field to select one of the following tabs for opening the Word document:
    • Variable: Enables you to specify the file variable that contains the location of the Word document.
    • Control Room file: Enables you to select the document that is available in the Control Room.

      Click Choose to select the document.

    • Desktop file: Enables you to select the document from your local device using one of the following options:
      • Specific path: Click the Browse button to select the document from a specific location.
      • Regex: Either click the Browse button to select a folder path or click the Insert a value icon to select a variable that you have used to store the path for the Word document.

        Use the File name field to build your regex using the Type drop-down menu. The Case sensitive option enables you to match the letter case. Click the Add regex button to it.

    Note: Only the following types of file extensions are currently supported:
    • .docx
    • .doc
    • .rtf
  • Use the Open in field to select the mode in which you want to open the Word document:
    • Read write mode

      Is the default setting for opening the Word document.

    • Read mode
  • (Optional) In the Password to open field, select one of the following tabs to open a password protected Word document
    • Credential: Enables you to use a value available in the Credential Vault.

      Click Choose to assign a password for opening the Word document.

    • Variable: Enables you to use a value that is stored as a credential variable.
    • Insecure string: Enables you to manually specify the values.
  • (Optional) In the Password to edit field, select one of the following tabs to edit a password protected Word document:
    • Credential
    • Variable
    • Insecure string
  • Use the Word session field to select one of the following tabs to open a Word session:
    • Local session: Specify a session name that can be used only in the current automation.
    • Global session: Specify a session name that can be used across multiple automations, such as parent, child, and other child automations of the parent.
    • Variable: Specify a session variable that can be used to share that session with other child automations.

      If you have not created a variable, click the Create variable icon.