Microsoft Office Defaults

This Help topic refers to the following versions;

þ Enterprise þ Professional þ Personal þ Small Business

 

 

The MS Office Default dialogue box available in Tools/Options allows a user to integrate DocuXplorer with Microsoft Outlook, Word, Excel, and PowerPoint and the default for operation with these programs.

 

Close all Office programs when setting or changing DocuXplorer - MS Office defaults.

 

Use the window found in Tools/Options to set defaults for the MS Office integration

 

Us this dialogue box to install or uninstall the DocuXplorer integration with Microsoft Office programs.

 

MS Office Integration

Register DocuXplorer - The process of registering places the DocuXplorer Toolbar and other Add-ins into the allowed Microsoft Office programs.

Unregister DocuXplorer - the process of unregistering removes the DocuXplorer Toolbar and other Add-ins from Office programs.

 

Tip

Users can install and register DocuXplorer as a COM Add-in from within each Microsoft Office programs. See the item Installing Microsoft Office Integration for more information.

 

MS Office Events

Force users to save documents to DocuXplorer

Checking this box will force the <File> <Save> item in Office programs to save documents to DocuXplorer rather than a hard drive as a default.

Force "Save As" function in MS Office to save documents to DocuXplorer

With this box checked users are forced to save documents to DocuXplorer when using the "Save As" function in support MS Office programs.

Automatically close application after saving document

Checking this box will automatically close Office applications after document is saved to DocuXplorer. The exception is Outlook. Even if checked Outlook will remain open when saving e-mail messages and attachments.

When "Automatically close the application after saving document" is checked and there is more than one document open in an MS Office program, the Office program will not close. Only the document being added to DocuXplorer will close.

 

Outlook

Folder to monitor when saving emails to DocuXplorer

Allows user to select a folder to monitor. When an email is added to that folder  DocuXplorer will automatically run and ask the user to select a location to save the email and index it.