enaio® Office Add-In NG

enaio® 10.10

enaio® Office Add-In NG supports collaboration with enaio® client or enaio® webclient as a desktop application.

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.

If enaio® client and enaio® webclient as a 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 Functions

	Saves documents edited in Microsoft Office and checks them back into the enaio® filing system. The following options are available: Save and check in Saves the edited document and checks it back into enaio® again. Other enaio® users will then be able to edit the document. As new variant The edited document is checked into enaio® as a new variant. The old document is not overwritten and remains in the enaio® variant administration as an inactive document. Other enaio® users are now able to edit the new variant. As new PDF variant The edited document is closed and converted to a PDF. The PDF is checked into enaio® as a new variant. The old document is not overwritten and remains in the enaio® variant administration as an inactive document. Save, check in and reopen Saves and closes the document edited in Microsoft Word and checks it into enaio®. The same document is then automatically opened again in Microsoft Word and checked out in enaio®. The old document in enaio® will be overwritten. This function is only available if you have transferred a document to enaio® Office Add-In NG for editing in enaio® client or in desktop application of enaio® webclient:
	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 to file 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 tray of desktop application of enaio® webclient.
	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 desktop application of enaio® webclient:
	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 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 are working together, client-side data transfer, which includes additional selection options for users, is carried out.

enaio® supports file extensions with more than ten characters or with Unicode characters.
Please note that the maximum supported file size depends on a number of a different factors. This includes the file type, the file content, the specific use case, and the client used.