Saving an existing document through Add-in
Prerequisites:
- User logged into add-in.
- Authenticated user with access controls to the category and document enabled in the respective security lists.
Introduction
The add-in also allows you to save the desired electronic files in SoftExpert Document from the application itself. Be it an MS Word file, an MS Excel spreadsheet, or an MS Outlook e-mail.
This article will teach you to save electronic files in an existing document.
See how to do it:
Saving in an existing document
1. Click on the Save in existing option in the SoftExpert tab of the application.
2. In the hierarchy displayed in the Browse tab, select the category of the existing document in which the electronic file will be saved.
3. At this point, the documents recorded in the previously selected category will be displayed. Select the document in which you wish to add the file.
4. The File name field displays the name of the file (MS Word and MS Excel) or the title of the e-mail (MS Outlook), and it is possible to edit it. To do so, enter the desired name. The name entered in this field will be the name of the electronic file that will be added to the document.
5. Check the What do you wish to save? option in the desired items:
| What do you wish to save? | Checked | Unchecked |
| Message | Available only if the add-in is being used through MS Outlook and if the e-mail that will be saved has attachments. The e-mail message will be saved as an electronic file (.msg) of the document that will be created. It is possible to set whether the message will be saved with or without its attachments. | The e-mail message will not be saved as an electronic file of the document. |
| All attachments | Allows defining which message attachments should be saved as electronic files of the document that will be created. In this case, check the desired attachments from the list displayed below this option. | The message attachments will not be saved as electronic files of the document. |
6. Then, click on the Save button.
Conclusion
All done! The new electronic file has been saved in an existing document and can be viewed through the View > Document (DC021) menu.