BlueCielo ImandrA 2012 User's Guide | BlueCielo ECM Solutions

You are here: About the application links > Working with documents in Microsoft Office

Working with documents in Microsoft Office

When ImandrA is integrated with Microsoft Office, the most common ImandrA commands are conveniently accessible from within these Office applications: Excel, PowerPoint, and Word. Using this integration, you can perform the actions without having to open ImandrA:

ImandrA can also be integrated with Microsoft Office Outlook. However, the integration is slightly different and is described separately in Working with messages in Microsoft Outlook.

The ImandrA commands within the Office applications can be found on the ImandrA menu and in the ImandrA toolbar.

Note    In the Office 2007 and later versions , the ImandrA menu can be found in the Menu Commands group in the Add-Ins panel of the Office Ribbon.

Most commands can be found in both places. The following table lists the ImandrA commands available within the Office applications and their function.

MS Office Ribbon toolbutton descriptions

Button

Command

Description

New Document

Creates a new document in the ImandrA vault from a template.

Open

Opens a document from the ImandrA vault.

Import

Imports the current file into the ImandrA vault.

Import In Folder

Imports the current file into a folder that you select in the ImandrA vault.

Check In

Checks the current document in to the ImandrA vault, increments the minor revision number, and removes the local file.

Save

Saves the current document to the ImandrA vault and increments the minor revision number.

Release

Approves the current revision and increments the major revision number.

None

Fill Custom Properties

Shows the ImandrA Custom Document Properties dialog where you can enter property values.

Cancel Check Out

Changes the vault status of the document to Checked In, and deletes the local file. The revision number is not changed.

Properties

Displays the current document’s properties for editing.

None

About

Displays the ImandrA integration version information.

Related concepts

About application links

Related tasks

Working with messages in Microsoft Outlook

Working with drawings in AutoCAD

Opening a document from the vault

Importing a document into the vault

Viewing and editing properties

Saving a document in the vault

Canceling a check out

Checking in a document to the vault

Releasing a document in the vault


Copyright © 2000-2012 BlueCielo ECM Solutions

www.bluecieloecm.com