Working with MS Office Documents

Opening a Content Manager Record

  1. In an open MS Office document, from the Content Manager tab, click Open.

The Select from Records dialog will open, displaying a list of the user's Recent Documents.

  1. If the required record is listed, click on the record and then click OK.
  2. If the required record is not listed, search for the record using one of the available Search options, click the required record and then click OK.

The selected record will open in a new MS Office application window.

NOTE: The default search filter is for document types with the type of the authoring application, for example, if you're opening a record from MS Word the filter will be for All Word Documents types. To select a different filter, click the drop-down list and select the types of documents to filter the search by.

The selected record will open in the MS Office application.

NOTE: If the document you are opening is not a Content Manager record, use the File - Open option in the MS Office application.

Inserting a Picture

Pictures can be inserted from a Content Manager record into an MS Office document.

  1. In an open MS Office document, from the Content Manager tab, click Picture.

The Select from Record dialog appears, displaying the user's Recent Documents that are a Picture format, e.g. TIF.

  1. If the required record is listed, click on the record and then click OK.
  2. If the required record is not listed, search for the record using one of the available Search options, click the required record and then click OK.

The selected Picture will be embedded into the MS Office document.

NOTE: This feature is only available for MS Word, Excel and PowerPoint.

Inserting Text from a File

Text can be inserted from a Content Manager record into an MS Office document.

  1. In an open MS Office document, from the Content Manager tab, click Text from File.

The Select from Record dialog appears, displaying the user's Recent Documents that are a Text format, e.g. .doc; .docx etc.

  1. If the required record is listed, click on the record and then click OK.
  2. If the required record is not listed, search for the record using one of the available Search options, click the required record and then click OK.

The text from the selected record will be copied into the MS Office document.

NOTE: This feature is only available for MS Word.

Inserting an Object

An object based on a Content Manager record can be inserted from a Content Manager Record into an MS Office document.  This feature allows users to open the object in it's native application from the Content Manager Record.

  1. In an open MS Office document, from the Content Manager tab, click Object.

The Select from Record dialog appears, displaying the user's Recent Documents that have an attached electronic document.

  1. If the required record is listed, click on the record and then click OK.
  2. If the required record is not listed, search for the record using one of the available Search options, click the required record and then click OK.

The selected record will be embedded into the MS Office document as an object.

NOTE: This feature is only available for MS Word, Excel and PowerPoint.