Save content to the FileBound Enterprise Document Management System from Microsoft’s Word, Excel and Outlook!
The FileBound Integration Kit is a unique and powerful collection of tools that adds FileBound functionality directly to Windows and Microsoft Office applications. The Integration Kit provides several flexible ways for End Users to add their critical content to the FileBound system. The content can be added as new or to existing FileBound objects.
The components that make up the Integration Kit are:
1. Auto-File Menu
FileBound is a true distributed application. The Auto-File Menu is a system tray application that allows the user to search for and save digital documents, scan paper, record CDs/DVD’s and query the FileBound database and display the associated image. The Auto-File Menu can access multiple FileBound servers and Projects.
2. Auto-File Desktop Icon
As the name applies, End Users can drag and drop items onto this desktop shortcut to auto file them into FileBound.
3. Context Menu
The context menu option allows users to right-mouse click on an object and select the Send To option. Once the menu expands, select FileBound which will save the object in the FileBound system.
4. Microsoft Outlook – saving email to FileBound
The Integration Kit provides direct integration with Microsoft Outlook by placing a FileBound icon on the toolbar of Outlook. The user can save the selected email or save the selected email with an attachment if one is present. The whole process is very easy but possibly critical in the litigious society we work in.
5. Microsoft Word – save a document to FileBound
The Integration Kit provides direct integration with Microsoft Word by placing a “Save to FileBound” icon on the Word toolbar. Selecting this option will save the currently active document in FileBound
6. Microsoft Excel – save a spreadsheet to FileBound
Saving information in Microsoft Excel is the same as Microsoft Word.
The Integration Kit can greatly expand the capabilities of FileBound and your enterprise document management initiatives. For additional information, download the Integration Product Data Sheet above or contact us today to schedule your WebEx tour.