Saving in existing |
The add-in also allows you to save in the SE Document the desired electronic files, be it an MS Word file, an MS Excel spreadsheet or an MS Outlook email, from the application itself. To do that, in the SoftExpert tab of the application, click on the Save in existing option.
At this point, the screen for performing this operation will be displayed.
Step 1Select the category that classifies the document in which the file will be saved. to do that, in the hierarchy displayed in the Browse tab, select the desired category. Use the filter in the upper part of the panel to locate the category more easily. The buttons next to the filter allow searching for the entered value and cleaning the filter. Check the "Display lower level records" option so that the documents of the subcategories (if any) of the selected category are also displayed.
Step 2In the list of records, the documents recorded in the previously selected category will be displayed. Select the document in which you wish to add the file. Use the filter in the upper part of the panel to locate the category more easily.
Step 3At this point, the following fields will be displayed:
1 - Available only if the add-in is being used through MS Outlook and if the e-mail that will be saved has attachments.
Then, click on the Save button.
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