Completing Workflow Tasks from Microsoft Office Applications

As the majority of documents to be reviewed or approved are in a MS Office format, the integration with FileHold document management system allows users to more fully interact with their files in the familiar Office application environment.

FileHold supports the completion of workflow tasks from the following Microsoft Office applications - Word, Excel, PowerPoint, Outlook and Visio.

Retrieving a Document for Review or Approval using MS Office Applications
Choose the Browse FileHold icon from FileHold tools that have been integrated with the MS Office Suite.

The icon will appear in the lower left of the toolbar in Microsoft 2003 products and is located in the Add-ons tab in MS Office 2007.

This allows users to browse the contents of the FileHold document management system.

• Select the Add-In tab in an open MS Office Application.
• Select Browse FileHold. 
• Select the Review and Approvals > My task list (located in the MyFileHold section of the file structure) to view the entire list of tasks.
• Select the tasks associated with the documents you need to review or approve.
• Click the 'Get A Copy' button at the top of the task list.

Submitting a Review or Approval of a Document from a MS Office Application
After the file is checked out, changes or notes are made and the user is ready to submit the review

• Click on the Send to FileHold > Send Review / Approval Feedback.
• The users personal task list will appear.
• Select the task that corresponds to the document for which you are submitting a review.
• Click OK.

The user will now be prompted to submit the review of the document adding comments and attaching feedback documents as required. If the user selects the 'Use Active Document' option the file that the user is currently editing will be attached as a feedback document.

Click OK to submit the comments and to upload the feedback file to the document management system. The review or approval document task is now completed.