Office Suite

How to ...

The following examples describe the standard configuration process. The sequence of messages can vary when specific decisions are automated in processes e.g. in the check out process or save process!

Agile EDM

• Save a File Using Drag & Drop
• Save a File via the Context Menu
• Add a File to an Existing Document
• Save a File with the Office Suite Toolbar

Work with files/documents

• Check-out a File with the Check-out Button
• Print a File
• Check-out a File as Copy
• View a Document
• Drag&drop Files onto the Files tab/Element list

Templates

• Create a Copy Template
• Create a new Document Based on a Template

Context Menu

• View a File
• Email a Document
• Save a File
• Change the Document Type
• Check-out a File via the Context Menu

Save directories

• Save a Directory Using the Toolbar
• Drag and Drop

External Application

• Save a File Using the Office Suite Toolbar in External Application
• Open a File Stored in Agile e6