FormFlow Office Extension (Windows)

FormFlow Office Extension is an extension to MS Office applications, specifically MS Word, Excel, PowerPoint and Outlook. This extension communicates with the document section of FormFlow (described in chapter Documents) and some processes, for example when creating controlled documentation (described in chapter Controlled documentation processes).

The extension for Word, Excel, and PowerPoint contains the following common buttons:

image1

Open from FormFlow

To open a file from ECM (the document section of FF), click Open. An adjusted web page is then displayed with the option to select individual folders and then also specific documents. When a file is opened from the user’s drive and contains an ID (which means that it has been downloaded from the document section using the web interface and the Save for editing button), the extension detects it and activates.

Applies to Word, Excel, and PowerPoint.

image2
image3

Save file

Click Save to save the data of the current file from the document section of FF. The behavior is similar to standard saving of an open document, e.g. in Word.

Applies to Word, Excel, and PowerPoint.

image4

Saving a version

Click Save version to save the current file’s data and create a document version.

image5

A document version can be viewed in the document section (Documents  Folders  select a folder and a document).

image6

Click i Document information, then select the Document versions tab.

Applies to Word, Excel, and PowerPoint.

image8

Saving to a specific folder

Click Save as to open a dialog with an option to select the document folder where to save the document.

image9
image10

When you select a folder, a window is displayed with document metadata to be filled in.

Applies to Word, Excel, PowerPoint, and Outlook.

image11

Displaying metadata

Click Display metadata to display a window where you can edit the document metadata.

Applies to Word, Excel, PowerPoint, and Outlook.

image12
image13

Saving and unlocking a file

Click Save and unlock to save the current file’s data and unlock it to allow other users to use it.

Applies to Word, Excel, and PowerPoint.

image14

Locked document:

image15

Unlocked document:

image16

Settings

Click Settings to manage common settings for all the extensions (Word, Excel, PowerPoint and Outlook). The details listed are the website URL, username and a password. For SSO authentication, only the URL is needed.

Applies to Word, Excel, PowerPoint, and Outlook.

image17
image18

Starting with version 1914, a configuration file CONFIG.CFG is available and can be used to adjust the window size (for windows displayed by the Open, Save as, Display metadata buttons). The file is located in folder

c:\Program Files (x86)\Software602\FormFlow Office Extension\Config\

If you need logging, create a file named ECM.LOG on the user’s desktop. As soon as the file is created, the application starts logging.