Worldox and Microsoft Office 2013 Integration

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1 Worldox and Microsoft Office 2013 Integration This document provides details about Worldox s feature integration with Microsoft Office You can use the following Microsoft Office 2013 applications with Worldox: Microsoft Word 2013 Microsoft Excel 2013 Microsoft PowerPoint 2013 Microsoft Outlook 2013 Supported Microsoft Word 2013 Features The following features are supported by Worldox in Microsoft Office Word File > Open File > Save File > Save As Save As options are Replace, Save as Version, Save as New and Edit Profile. 1 Worldox and Microsoft Office 2013 Integration

2 File > Close File > Exit Save and Share a document as an attachment Compatibility mode (Click the Worldox menu and select Document Compatibility to view the version of Microsoft Office for the current document.) Quick Access Toolbar in Word Note: It is recommended that you use the Quick Access Toolbar options in the top left corner of the Word screen. You can simply click an icon to perform an action instead of having to click a menu and then an additional option: Open Save Save As (Replace, Save as Version, Save as New, Edit Profile) Close Exit Shortcuts Save: Ctrl + S shortcut Open: Ctrl + O 2 Worldox and Microsoft Office 2013 Integration

3 Formats Available in Word 2013 You can save Word 2013 documents in the following formats:.docx,.docm,.doc,.dotm,.dot,.pdf,.xps,.mht,.mhtml,.htm,.html,.rtf,.txt,.xml,.odt,.wps Important Note Regarding the Shortcut for Microsoft Word while using Microsoft Office 2013 In order for Worldox to launch properly when you use Microsoft Word in Microsoft Office 2013, you must create the following shortcut with a switch (/m) on your desktop. To create the correct MS Word 2013 shortcut, do one of the following: 1. Right-click your desktop and select New > Shortcut. 2. Browse to the location where Office 2013 is installed on your machine and add the switch with a space as /m. For example, C:\Program Files (x86)\microsoft Office\Office15\WINWORD.EXE /m Note: There is a space between WINWORD.EXE and /m. By creating the shortcut with the /m switch, Worldox and Microsoft Word will perform as expected for all files and operations available in the Worldox document management system. 3 Worldox and Microsoft Office 2013 Integration

4 Note: If you create a shortcut without the /m switch, you will see the following screen each time you use Word with Worldox and you will have to select a template: It is recommended that you use the /m switch to avoid the extra template selection step. Supported Microsoft Excel 2013 Features The following features are supported by Worldox in Microsoft Office Excel File > Open File > Save File > Save As 4 Worldox and Microsoft Office 2013 Integration

5 Save As options are Replace, Save as Version, Save as New and Edit Profile. File > Close File > Exit Save and Share a document as an attachment Compatibility mode (Click the Worldox menu and select Document Compatibility to view the version of Microsoft Office for the current document.) Quick Access Toolbar in Excel Note: It is recommended that you use the Quick Access Toolbar options in the top left corner of the Excel screen. You can simply click an icon to perform an action instead of having to click a menu and then an additional option: Open Save Save As (Replace, Save as Version, Save as New, Edit Profile) Close Exit Shortcuts Save: Ctrl + S shortcut Open: Ctrl + O Supported Microsoft PowerPoint 2013 Features The following features are supported by Worldox in Microsoft Office PowerPoint File > Open File > Save Note: Version control is not yet supported in Microsoft Office PowerPoint Worldox and Microsoft Office 2013 Integration

6 Supported Microsoft Outlook 2013 Features The following features are supported by Worldox in Microsoft Office Outlook File > Insert/Attach File Copy to Worldox/Move to Worldox Supported Environments Environments to be tested: Worldox Version OS GX3 Win 7 GX3 Win 8 GX3- Cloud/Enterprise Win 7 GX3- Cloud/Enterprise Win 8 Enabling Worldox Integration from the WDADMIN Utility In most cases, Worldox should integrate automatically with other applications. If Worldox does not open as expected, you may need to configure application integration manually. You can turn application integration on or off for certain applications using the WDADMIN.exe. Select Edit > Integration to check which applications should be integrated with Worldox. 6 Worldox and Microsoft Office 2013 Integration

7 Worldox Application Integration with Other Applications For details about other applications supported by Worldox, please see the Worldox GX3 Application Support ReadMe File document at Worldox s Knowledge Base: A user name and password are required. You can also find many other 3rd party applications that work with Worldox at Additional custom integration details for many other applications are available on the Worldox Knowledge Base. You can also contact Tech Support. See Worldox/World Software Corporation Contacts for details. Note: Worldox GX3 runs on Windows XP SP3, Vista, Windows 7 and Windows 8 in Legacy or Desktop mode. (Both 32 and 64 bit operating systems are supported.) Worldox/World Software Corporation Contacts Worldox website: Sales Only (201) :00-5:00 ET Monday through Friday Tech Support Only (201) :00 7:00 ET Monday through Friday FAX (201) Home Page: Knowledge Base: (requires username and password) General info@worldox.com Support support@worldox.com Sales sales@worldox.com World Software Corporation 266 Harristown Road, Suite 201 Glen Rock, NJ Worldox and Microsoft Office 2013 Integration

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