How to Save from Within Office
•Use the Docsvault Save or Save As options from the File menu or click on Save to Docsvault button on the toolbar.
•A Docsvault navigation screen will then allow a user to choose a Docsvault folder location to save the document.
•In Import files and folders dialog box, select Profile from the drop down list and enter index values, description, and notes.
•Select Folder Sections if applicable.
•Option, preserve original system dates by selecting Keep original system dates.
•Click on Import button to begin importing your document.
The document is now saved and indexed in Docsvault.
 MS Office document added into Docsvault |
Auto-Filing Profiles
You can configure auto-filing Profile that automatically route documents to specific folders based on index values provided at the time of saving.
Notes:
❖You can add or edit Profile/Indexes, notes and description of a document opened for editing right within MS Word. This feature is available in Docsvault v8.0 and above and is visible in MS Word only.
See also |
Importing Documents: Filing Documents from Filing Area |