How do I use the Office Add-In?

Documents

Use the Office Add-In to create a document in Office (Word, Excel, Powerpoint, Outlook, etc.) and save it to Document Management.

In this Topic

Updated 27Apr2018

Contact customer service at (800) 243-8275 for assistance.

Do this...

1. Open Connect Document Management.

2. Click .

3. Select Install/Uninstall Features.

Install/Uninstall Features

4. Click to select the checkbox titled Caselle Document Management Office Add-in.

Install/Uninstall Features

5. Click Apply.

The Office Add-In is installed.

Updated 27Apr2018

1. In Microsoft Office, click the on the Microsoft toolbar.

Caselle Document Management Add-In button

The Caselle Document Management Store Document dialog box displays.

Caselle Document Management Store Document

2. Select the file destination and then click Store.

The document is saved in Document Management.

Updated 27Apr2018