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.

▪For this resource to work correctly, it is necessary for the authenticated user to have the access controls to the category and to the document properly allowed in their respective security lists.

▪If the user is not yet authenticated, the add-in will prompt the login.

Step 1

Select 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 2

In 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 3

File name

Displays the name of the file (MS Word and MS Excel) or the title of the e-mail (MS Outlook), and it is possible to edit it. In that case, enter the desired name. The name entered in this field will be the name of the electronic file that will be added to the document.

What do you wish to save?1	Checked	Unchecked
Message	The e-mail message will be saved as an electronic file (.msg) of the document. It is possible to set whether the message will be saved with or without its attachments.	The email message will not be saved as an electronic file of the document.
All attachments	Allows defining which message attachments should be saved as electronic files of the document. In this case, check the desired attachments from the list displayed below this option.	The message attachments will not be saved as electronic files of the document.

1 - Available only if the add-in is being used through MS Outlook and if the e-mail that will be saved has attachments.