Content Manager 25.1 Office Integration Help

# Open and Save As through MS Office Backstage view

Content Manager is available as a place in the Office application Backstage view. The Office Backstage is accessed via the File menu. From the backstage, documents can be opened from or checked into Content Manager directly.

Opening a file from an integrated application - Backstage View

Open an Office document, and click the File menu to see the Backstage view.

- Open tab - click Content Manager to open the Browse Content Manager place. Click Open to display the Select from Records dialog.

  - If the required record is listed, click on the record and then click OK. The record will open in its authoring application.
  - If the required record is not listed, it can be searched for using the Quick Search, Prefix Search or the Search Editor options. Select the required record from the displayed search results window and then click OK. The record will open in its authoring application.

  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.

  If a user attempts to open a record that has been made final or is checked out by another user using either the Open button on the Content Manager ribbon, or via the authoring application's File - Open - Content Manager - Browse or Tray options, a warning will be displayed and the document will be opened in Read-only mode.

  NOTE: Files saved to Offline Records cannot be opened from the Office Integration.

List of Content Manager trays to search by:

- Documents Checked Out - opens the Select from Records - Checked Out To dialog
- Recent Documents - opens the Select from Records - Recent Documents dialog
- Favorite Records - opens the Select from Records - Favorite Records dialog
- Records Work Tray - opens the Select from Records - Work Tray dialog

Show all Trays - When selected Show All Trays is replaced with a Show Fewer Trays button below the added following trays.

- Records In - opens the Select from Records - Records In dialog
- Records Due - opens the Select from Records - Records Due dialog
- Records In or Due - opens the Select from Records - Records In or Due dialog

Show Fewer Trays - When selected the list will go back to displaying the minimum set.

Saving a file from an integrated application - Backstage View

Inside an open document, click the File menu to see the Backstage view.

- Save As tab - click Content Manager to open the Save into Content Manager place. Click Check In As, the document will come back into focus and the Select from Record Types dialog will display.
  To change the file format that the document will be checked into Content Manager as, using the drop-down on the Save as Type option, you can select the file format to check the document in as. By default, this displays as the Microsoft Office default type.

See Checking in MS Office Documents for further information.

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Open and Save As through MS Office Backstage view