(Dansk version)

Overview

MS Office profiles are used to set up the relationship between metadata from cases or documents and MS Office documents in Word or Excel.

In other words, this is where you help MS Office know where to pull the metadata you want inserted into your documents.

You determine whether it should pull from a case's or a document's metadata, then point out the field it should pull from, and finally decide which sub-elements and in what format it should be displayed. The rest of the process takes place in the other steps - see Merge of properties to documents

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Please note:

• Since the same field can exist on either a case's or a document's properties, it is important that you have created the relation on the correct element, as otherwise it will not merge anything into the final document. </aside>

Create Microsoft Officeprofile

1. Access the Backstage panel and under System administration select System setup

2. Switch to the Microsoft Office profiles tab

   

3. Select Document Profile/Case Profile from the toolbar to create a new Office profile

   • Alternatively, you can expand the navigation tree in the left column and right-click on Documents/Cases and select Create

4. Name the Office profile and finish with Save when you have added the Office properties you want (see more about this in the next section)

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Tip:

• If you want to add/edit an office property on an existing office profile, expand the relevant folder and select the office profile.
• It is advantageous to create different office profiles for different document categories to prevent the list of associated properties from becoming overwhelming.
  • Existing office profiles can be copied and modified, allowing you to reuse already created office properties that may recur across multiple document categories. </aside>

Add office properties and link field

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Tip:

• Regardless of whether you are adding case or document office properties, there are the same two different types of properties you can link field names to

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Please note:

• An office profile can only be deleted if all properties have been deleted </aside>

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To create a property and link a field, you must first

1. Decide on the property type:

   

   • Standard - Limited list of property names that already exist in the system
   • Custom - Properties that are manually named upon creation and then saved in the system

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   Tip:

   • Document profiles have Author and Title created from the start.
   • By selecting an existing property, it can be deleted or edited </aside>