PANTHEON DMS Add-in
PANHTEON DMS Add-in is an application for document management implemented as a Microsoft Office Add-in. Same Add-in can be installed to Microsoft Word or Microsoft Excel.
 |
IMPORTANT
There are a few prerequisites prior to start using PANTHEON DMS Add-In for Microsoft.
1. PANTHEON DMS Add-in uses WebView2; below is a list of the Office versions in which it is used. It has been developed and test in Microsoft Office 365 both desktop and online version.
2. PANTHEON DMS Add-in for Microsoft connects to the database through website links. Therefore it requires PANTHEON Web access (in cloud or on-prem) and PANTHEON Web license to connect to database. See this link on
3. For on-prem installation it requires secured access (https) due to limitations of Microsoft Office.
|
The Add-in enables the user to access PANTHEON Documentation directly from Microsoft Word or Microsoft Excel.
The user can look over the Documentation Classifications and their associated Word or Excel documents.
Word or Excel documents can be reviewed, edited or new ones added to Documentation.
In addition to the preview of the document in Word or Excel we can also see document Details, Connections and document Metadata.
The following chapters provide examples of how to use the PANHTEON DMS Add-in in Microsoft Word:
| PANTHEON DMS Add-in setup |
Description of settings required to use PANTHEON DMS Add-in Word.
This chapter provides the example from installing to signing in to PANTHEON DMS Add-in.
|
| Review and edit documents |
In Word we can search by classification, document name and open and review selected document. We can see its details, connections and Metadata. We can also make changes to document.
This chapter provides the example of finding document in Documentation, review it and making corrections and saving changes.
|
| Add new document |
PANTHEON DMS Add-in also allows to save new Word documents to Documentation.
This chapter provides the example of saving new Word document to Documentation.
|