MS Office Integration

When Microsoft Office applications are integrated with Content Manager, you can:

• Open and save documents directly with Content Manager - see Checking in MS Office Documents and Working with MS Office Documents
• Creating new Content Manager records based on a MS Office template - see Creating a new Content Manager Record using a Template
• View Content Manager record properties of the current document directly from the Office application - see Working with MS Office Documents
• Make Content Manager documents final - see Working with MS Office Documents
• Inserting content from Content Manager Records into documents - see Inserting a Picture; Inserting Text from a File and Inserting an Object
• Configure the Integration Options, including the default language and the Web Client URL.

When Microsoft Office applications are integrated with Content Manager, there is an additional tab called Content Manager in the Office application's ribbon.

It contains the options:

• New - click to select a template from Content Manager and create a new record based on the selected template.

• Open - click to select a document from Content Manager and open it in the Office application.

• Check In - click to save a document to Content Manager.

• Make Final - click to finalize the document when it is saved and checked into Content Manager.

• Check In on Close - click to automatically check the document into Content Manager when it is closed.
• Record Properties - click to display the details of the current document.
• Picture - click to insert a picture from Content Manager into this document.
• Text from File - click to insert text from an electronic document in Content Manager into this document.
• Object - click to insert a selected electronic document as in object from Content Manager into this document.
• Help - click to open the Office Integration help file.
• Login - enabled when Explicit, ADFS and Azure authentication methods are being used - if a user cancels the login prompt, they can connect to Content Manager using this option. If the user is authenticated successfully the Login button will be disabled.