yuuvis® RAD Office Add-In

yuuvis® RAD client • 10.x »

The yuuvis® RAD Office Add-In provides you with features in Microsoft Office applications (Word, Excel, and PowerPoint) that make it easier for you to create and store Office documents in yuuvis® RAD, edit document content, or transfer data to and from yuuvis® RAD. The functions are integrated in the Start ribbon tab of the Office application by means of an add-in.

  • yuuvis® RAD Office Add-In is installed in your local Microsoft Office applications.

  • yuuvis® RAD agent is installed on your computer, and it is connected to yuuvis® RAD server and your yuuvis® RAD client (see Connecting yuuvis® RAD agent).

yuuvis® RAD Office Add-In (Word ribbon)

yuuvis® RAD Office Add-In Features

Save and check in

Saves and checks documents processed in Microsoft Office back into the yuuvis® RAD filing system (see Editing Document Files in yuuvis® RAD Office Add-In).

This feature is available only if you opened a yuuvis® RAD document in an Office application and if yuuvis® RAD agent and yuuvis® RAD server are connected with one-another.

File as new

Enables the immediate or later filing of new documents created in Microsoft Office in the yuuvis® RAD filing system. You can save the newly created document in the original file format or as a PDF (see Editing Document Files in yuuvis® RAD Office Add-In).

You can also use this feature to save an edited yuuvis® RAD document to a new filing location in the yuuvis® RAD filing system immediately or at a later time. Documents to be stored in the yuuvis® RAD filing system at a later time using this function are transferred to the yuuvis® RAD client in-tray (see The In-tray).

Open filing location

Opens the filing location of the yuuvis® RAD document checked out for editing (see The Folder View).

This feature is available only if you opened a yuuvis® RAD document in an Office application and if yuuvis® RAD agent and yuuvis® RAD server are connected with one-another.

Data transfer

This function replaces placeholders in the text of the document checked out for editing with entries from metadata forms in yuuvis® RAD. When yuuvis® RAD Office Add-In and yuuvis® RAD client are connected for collaboration, data is transferred on the server side.

This feature is available only if you opened a yuuvis® RAD document in an Office application and if yuuvis® RAD agent and yuuvis® RAD server are connected with one-another.