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Integration to Microsoft Office

Paperiton DMS Document Management System has a sophisticated integration to Microsoft Office.

Our integration functionality does not change in anyways the standard functionality of Office products, unlike some of our competition still do.

Paperiton DMS does not force to save all documents to the DMS, simply because rarely absolutely all documents need to go there. You can also use the Office applications with Paperiton DMS running. Only when you want to save a document to the archive, it will be launched for you.

End-user's experience in real life work has been the starting point when we designed this key integration solution of Paperiton DMS.

The Paperiton DMS One-Button Principle

From the Microsoft Office products, you save the document to Paperiton DMS by clicking the toolbar button. Paperiton DMS integration has been built as a real Microsoft Office Add-in, and as such, there is no hassle with templates or macros, and the reliability and performance features are what they are supposed to be: very good.

The concept works the same in all supported Microsoft Office products.

Working with Microsoft Word integrated to Paperiton DMS

Launch Word. Create your document as you normally would. When it is time to store the document to Paperiton DMS, click "Save to Paperiton" button, and fill in the meta information in the Document Properties window presented to you.

That's it - a new document has been added to Paperiton DMS!

Next, we use Paperiton DMS to do a check-out of the same document.
Select the document and select "Check-out Document" from the context menu. The document is retrieved from the DMS, and shown to you in Word. Now, you can modify it, and when you are ready, click again "Save to Paperiton", and the new version of the document will be checked in.

When working with Paperiton DMS, the user does not have to worry about where the local working documents are located. The DMS takes care of that for you. If you really need to know, that information is of course available to you. But, in regular work, why should you as a user be bothered about a piece of technical information like that?
Also, there is again one possibility of a user mistake less to create confusion, when Paperiton DMS takes care of the local files. 

To create an even simpler integration would require mind-reading. Unfortunately that is something we don't do.

Working with Microsoft Excel, PowerPoint or Visio integrated to Paperiton DMS

You know it already!
The process of working with documents is exactly the same in Microsoft Excel, PowerPoint and Visio that you already learnt with Word.

Working with Microsoft Outlook integrated to Paperiton DMS

Outlook is by nature different from the above mentioned applications. In a sense, Outlook is already kind of a specialized document management tool.

In Outlook the "documents" it contains can be for example email messages, contacts, notes, appointments and tasks. All these can be saved to Paperiton DMS with the "One-Button Principle", just as easily as with the other MS Office applications.

With Outlook, you may want to collect and store to the DMS all email correspondence to a customer, or those concerning a certain project. Simply select all the items you want, and click the "Save to Paperiton". From that point on, the operation is like in the other applications.

Supported Microsoft Office Versions

  • Microsoft Office XP
  • Microsoft Office 2003
  • Microsoft Office 2007

Supported Microsoft Office Products

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Microsoft Visio 

Related Information

 
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