Integration options

When the Microsoft Office online applications are integrated with Content Manager, a new Content Manager tab is displayed in the Office online application’s ribbon. The tab consists of File, Insert and Tools groups with the following options:

• Record – click to check in a new or existing document, view and edit record properties, add to favorites, and reset the properties of a record to the default.

• Open – click to open a document from the Content Manager records.

• Picture – click to insert an image from Content Manager into the current document.

• Text – click to insert text from selected Content Manager record into the current document.

• Object – click to insert content of another word document already filed in Content Manager into the current document.

• User Options – click to set the default Record Type, Check In Style and locale options such as, language, date format and time zone. These settings applies to all the Microsoft Office online applications.

• Help - click to open the Office online integration help file.

Task pane

When you open a document that is already filed in Content Manager and when you click Record or User Options from the Content Manager tab, a new Content Manager Connect pane is displayed to the right of the document, listing the record properties or other options. This pane is referred to as task pane in this help file.