A tour of the Cross-platform MS Office Add-in interface

Note:

This topic relates to the Cross-platform MS Office Add-in. For details on using the Office (Win) Add-in, see Office (Win) Add-in.

Once configured, the Cross-platform MS Office Add-in will open each time you open Word, PowerPoint, or Excel. It is displayed as a Task panel.

The task panel has the following tabs:

Search: Uses the Cognidox search engine to match document titles to your search string.

See Searching for documents.
Browse: Displays the Cognidox document category structure and contents in an expandable, hierarchical tree format.

See Browsing for documents.

You can:
- Open documents directly from Cognidox into the current Office application.
  
  See Opening documents.
- Create new documents.
  
  See Creating a new document part number.
- Upload new drafts or issues into the document part number.
  
  See Uploading a new document from the Browse tab.
- Create new documents from company templates stored within Cognidox.
  
  See Creating a new document from a template.
Info: Displays general Cognidox metadata information (author, part number and version) for the Cognidox document you currently have open.

The Info tab has the following buttons:
- Show in Browse View: Displays the Browse tab and shows the currently open document in the hierarchy of the Cognidox document category tree.
- Open in Browser: Displays the Document Details page of the Cognidox document in a web browser.
Actions: You can save your work as a draft or issue. See Saving your work.