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How to use SE Document Add-in

 

Prerequisites:

  • Installed add-in. The installer is unique and can be found in the web\wwwroot\document\app folder.
  • The .gz extension must be enabled in the upload security configurations of the Configuration > System (CM006) menu of the Configuration component.

 

Introduction

This article is dedicated to people who use the add-ins developed for MS Word, MS Excel, and MS Outlook, to assist in the execution of content management and document preparation tasks.

When installing the add-in correctly, the SoftExpert tab will be added to the respective applications, such as the following example:

By default, the following actions will be displayed:

Opening Not available for MS Outlook. Allows for opening electronic files of the documents recorded in SoftExpert Document.
Saving a new document Allows for creating a document from the file.
Saving in existing Allows for saving the file in a previously created document.
Switch language Allows switching the add-in language. The language change will only be applied to the add-in options and not to the native options of the MS Office application.
Log off Allows closing the add-in session.

 

See how to use the add-in in the following articles:


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