Office integration

Documenta DMS software suite integrates with MS Office: Word, Excel, Power Point, Outlook. The user can create documents from templates, which are filled with the attributes saved directly into web or Drive. They can be sent by e -mail, viewed in preset formats, transmitted on workflows and recorded.

• Create documents from templates
• Automatic destination folder selection based on document type
• Save Word documents, Excel worksheets and PowerPoint presentations in Documenta
• Integrated Documenta menu bar in Microsoft Word, Excel and PowerPoint
• Set document category
• Edit and save metadata’s values
• Document preview available while completing metadata’s values
• Add new entries into frequently used List Of Values like Partners list, Contacts
• View document or PDF preview
• Registration of documents
• Edit registration information for document, select an available and compatible with current document type registry
• View file properties and access rights
• View output format – content management generation and PDF
• Send the documents to email
• Send the document on workflows
• Template categorizations based on destination departments or audience
• Workflows categorizations based on destination departments or audience