Standalone Office Add-In - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier
Note:

Read about the Known Issues with the Standalone Office Add-In before using the Office Add-In.

The Standalone Office Add-In uses Microsoft Add-In technology to embed the OnBase menu directly into the Microsoft Word, Excel, or PowerPoint toolbar menu. From this menu, you may import, retrieve, or re-index any document created in these applications. You can work without restriction on any document created in those applications until you close the document. Restrictions, such as Security Keywords, take effect as soon as the document is closed.

The following sections will guide you in performing these functions:

For more information on your system's Revision Control settings and your options for saving a document, see your system administrator.