Cross-platform MS Office Add-in

The topics in this section describe how to use the Cross-platform MS Office Add-in. Before you can use it, the add-in must have been deployed by a system admin. See the following topics:

• Deploy the Cross-platform MS Office Add-in

• Configure access control and users

The Cross-platform MS Office Add-in is compatible with the following Microsoft products:

• Office 365 for Windows (Word, Excel, PowerPoint)

• Office 365 for Mac (Word, Excel, PowerPoint)

• Office 365 Online (Word, Excel, PowerPoint)

• Office 365 iPad (Word, Excel, PowerPoint)

Initial login

This documentation assumes that the Cognidox Cross-platform MS Office Add-in has been added to the Office application.

The first time the task pane is shown or an Office file is opened, you may be asked to log into the Cognidox server. You will be presented with the standard Cognidox login form within the Office application.

1. Enter your unique user name and password into the fields in the form and press the Login button.

2. After being authenticated by Cognidox, the standard set of tabs will be visible. If the document can be identified by its metadata, the Info tab will be shown, otherwise the Search tab will be visible.

Now check out the following topics:

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

• Viewing document information

• Searching for documents

• Browsing for documents

• Opening documents

• Creating a new document part number

• Creating a new document from a template

• Saving your work

• Uploading a new document from the Browse tab