Working with Office online documents

Open documents from Content Manager

Opening a record in Content Manager

To open the record in Content Manager, perform the following:

  1. In the task pane of the record, click Menu and then click Properties from the drop-down.

    The record is opened in a new tab of Content Manager Web Client.

Sharing a record

The integration will prompt you to send a request to share a record if you use the open dialog to find a record in Content Manager that is already checked out to someone elses OneDrive. If the owner of the checked out record allows sharing you will be able to edit the instance in their OneDrive but only they will have permission to check the document into Content Manager.

Inserting content from Content Manager record

Inserting a picture

To insert a picture, perform the following:

  1. Open the document for which you want to insert the picture.

  2. Click Content Manager tab and then click Picture. The Message from Add-in: Content Manager Connect dialog is displayed.

    Search for the record(s) using the search term or a keyword. For details, see Searching for a record or content

    The supported file formats are ai, bmp, gif, ico, png, ps, psd, jpeg, tif, tiff, and jpg.

  3. If the required record is listed, click on the record and then click OK. Otherwise, search for the record using the search options, click the required record and then click OK.

    The selected picture will be embedded into the current document.

Inserting a text

To insert text, perform the following:

  1. Open the document for which you want to insert the text.

  2. Click Content Manager tab and then click Text. The Message from Add-in: Content Manager Connect dialog is displayed.

    Search for the record(s) using the search term or a keyword. For details, see Searching for a record or content

    The supported file formats are txt, log, csv, 1st, html, lst, md, text, and xml.

  3. If the required record is listed, click on the record and then click OK. Otherwise, search for the record using the search options, click the required record and then click OK.

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

Inserting an object

To insert an object, perform the following:

  1. Open the document for which you want to insert an object.

  2. Click Content Manager tab and then click Object. The Message from Add-in: Content Manager Connect dialog is displayed.

    Search for the record(s) using the search term or a keyword. For details, see Searching for a record or content

    The supported file format is docx.

  3. If the required record is listed, click on the record and then click OK. Otherwise, search for the record using the search options, click the required record and then click OK.

    The content of the selected word document will be copied into the current document.