Using the Oracle BPM Add-in

The Oracle BPM Add-in for Microsoft Office 2007 allows you to create Work Items in a Business Process directly from a Microsoft Office application.

If you are unfamiliar with Business Processes and Work Items, you should read the topics under Basic Business Process Concepts.

You can create new Work Items from the following Microsoft Office 2007 applications:

Excel
PowerPoint
Word

Since the BPM Add-in leverages the Microsoft Office 2007 ribbon, it cannot be used with previous versions.

If you don't know if the Oracle BPM Add-in is installed in your system, open one of the applications listed above, and look for the Business Processes tab in the ribbon. If it is not present, the BPM Add-in is not installed or not enabled.

Submitting a Document to a Business Process
With the Oracle BPM Add-in, you can submit a document directly to a business process. When you do so, you create a new Work Item that has the document attached to it.
Configuring the Oracle BPM Add-in
To be able to start a new Work Item with a document submission, you must specify your user name and the server you will submit the document to.
Basic Business Process Concepts
To obtain a basic understanding of business processes, read the topics in this section.