Microsoft Office Integration
Docsvault integrates seamlessly with Microsoft Office applications (Word, Excel, PowerPoint, and Outlook), streamlining your document management process.
•Using MS Office Add-ins
Users can store and retrieve documents directly from the toolbar of Microsoft Office applications.
 Integration with MS Office applications |
oSave a document to Docsvault
oCheck-in a document into Docsvault
oUndo a document Checkout
oSave a document as a new file
oCheckout a document for editing
oOpen a document for reference in a read only mode
•Overwriting Default Save Settings
Save and profile new documents created in Word, Excel, or PowerPoint:
oUse Docsvault's Save/Save As: When you save a new document in Word, Excel, or PowerPoint, use the Docsvault Save or Save As option to directly store it in the Docsvault repository.
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.
❖You can select auto-filing Profile to automatically file documents into the appropriate folders based on the index values applied to the document.
See also |
Importing Documents: Filing Documents from Filing Area |