enaio® Office Add-In NG

enaio® 9.10 »

enaio® Office Add-In NG provides functions in Microsoft Office applications (Word, Excel, and PowerPoint) that make it easier for you to create and store Office documents in enaio®, edit document contents, and transfer data to and from enaio®. The functions are integrated in the Start ribbon tab of the Office application via the add-in.

enaio® Office Add-In NG supports collaboration with enaio® client External link: icon or enaio® webclient as desktop application External link: icon.

If enaio® client and enaio® webclient as desktop application are installed on the same machine, then enaio® Office Add-In NG is only interoperable with enaio® client.

enaio® client or enaio® webclient as a desktop application, Microsoft Office (Word, Excel, or PowerPoint), and enaio® Office Add-In NG must be installed.

enaio® Office Add-In NG (Excel ribbon)

enaio® Office Add-In NG Functions

Save and check in

Saves documents edited in Microsoft Office and checks them back into the enaio® filing system. You also have the option of saving and checking in the edited document as a variant or PDF variant.

This function is only available if you’ve transferred a document to enaio® Office Add-In NG for editing in enaio® client or in the desktop application of enaio® webclient:

File as new document

Enables you to store new documents created in Microsoft Office immediately or at a later time in the enaio® filing system. You have the option of saving the newly created document in the original file format or as a PDF.

In addition, you can use this function to store an edited enaio® document immediately or at a later time at a new location in the enaio® filing system.

Documents you want to store in the enaio® filing system at a later time using this function and documents where the filing process is aborted are transferred to the folder of enaio® client or to the external folder of the desktop application of enaio® webclient.

Open location

Opens the filing location of the enaio® document which has been checked out for editing.

This function is only available if you’ve transferred a document to enaio® Office Add-In NG for editing in enaio® client or in the desktop application of enaio® webclient:

Data transfer

This function replaces placeholders in the text of the document that is checked out for editing with entries from index data forms in enaio®.

When using the desktop application of enaio® webclient, this function initiates a server-side data transfer, with no user interaction possible. If enaio® Office Add-In NG and enaio® client work together, a client-side data transfer takes place that provides the user with further options for selection.

Please note that enaio® currently only supports files up to a size of 4GB and file extensions of no more than 10 characters. Longer file extensions are truncated automatically.