Adding docvariables to MS Excel
Prerequisites:
- Access to Microsoft Excel.
- Duly configured docvariables. All necessary operations are mentioned in the How to use docvariables article.
Introduction
Docvariables are a feature explored by SoftExpert Suite to automatically fill out document information, such as: ID #, category, document title, revision, and others.
Once configured and added, docvariables will be automatically filled out in the electronic file and updated at each revision.
See how to add the docvariables to MS Excel files:
Adding docvariables to MS Excel
1. To add the docvariable, open the electronic file through MS Excel before uploading it to the document or through Excel View after uploading it.
2. The electronic file will be displayed through the Excel View screen. Select the cell where the docvariable will be added (A) and, in the field placed on the upper part of the screen (B), enter the spreadsheet name, followed by a "!" (exclamation mark) and the name of the docvariable. See the example:
The name of the docvariable should be the same name of the metadata configured in exportation.
The docvariables will not be filled out correctly if the electronic file is edited by a Google Drive or Office365 application.
From version 2.2.0 onwards, the users cannot add docvariables to OneDrive. However, if the docvariable is in the template linked to the category, or is added through Office desktop, the system will update it correctly at each revision step.
3. Repeat this procedure to add all the desired docvariables to the electronic file.
4. Save the changes and close the electronic file. Once this is done, make sure that the field has been filled in correctly with the respective document information:
Conclusion
Thus, the docvariable has been successfully added to the electronic file! For further information on related operations, refer to the Using docvariables in electronic files article.