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Workflow Document Management Software: How to Complete Your Workflow Tasks from Microsoft Office Applications


FileHold has extended its integration with the Microsoft Office 2003 application suite to include the review and approval of documents. As the majority of documents to be reviewed or approved are in Office format this article focuses on the interaction with the users workflow task list from within the Microsoft Office application environment.

Which Microsoft Office Applications are Supported?
FileHold '08 supports completion of workflow tasks from the following Microsoft 2003 Office applications - Word, Excel, PowerPoint, Outlook and Visio.


How do I get a copy of documents that I need to be reviewing or approving from within an Office application?
Clicking on the Browse FileHold option from the File Application menu will allow you to browse the contents of the FileHold library. Select the Review & Approvals > My task list option to view the entire list of tasks. Select the tasks associated with the documents you need to review or approve and click the Get A Copy button at the top of the task list.

How do I submit a Review or Approval of a document from within a Microsoft Office application?
Once you have looked through the document, made my changes to it and are ready to submit it as a review simply click on the Send to FileHold > Send Review / Approval Feedback menu option from the Office applications File menu. The users personal task list will appear. Select the the task that corresponds to the document you are submitting a review for and click OK. You will now be prompted to submit the review of the document adding comments and attaching feedback documents as required. By selecting the 'Use Active Document' option the document that the user is activity editing will be attached as a feedback document to the comments. Click OK to submit the comments and to upload the feedback file to the FileHold server. The review or approval document task is now completed.

 

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