Excel Addin

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Office Addins are compatible from version 2000 to version 2007.

After installing Excel Adding it'll appears new "OpenKM" toolbar menu options.


Okm user guide 080.jpg


Detail of the functions according to their icons:

  • Okm user guide 084.jpg → Addin configuration
  • Add document.gif → Add new document
  • Checkout.gif → Document edit ( check-out )
  • Checkin.gif → Upload modified document (check-in)
  • Cancel checkout.gif → Cancel document edit
  • Okm user guide 085.jpg → Help


Configure OpenKM AddIn

First you must select OpenKM tool bar option to setting your configurations values for remote OpenKM accessing from client computer. If you've got other OpenKM AddIn yet installed it's not needed.


Okm user guide 077.jpeg


When you setting your configuration values is created OpenKM folder in your user My documents folder. Into OpenKM folder is created a configuration file called openkm.xml and other file called document.xml that OpenKM Addin uses to store some document editing information, you might not editing or deleting this file.


Okm user guide 078.jpeg


Uploading a new file

After making a click in Add document.gif adding new document button, it'll appears a tree browser view. You must select the folder where you want to uploading the file.


Okm user guide 081.jpg


Click on Send Button, and after document it'll be uploaded to OpenKM it'll appears a notification message.


Okm user guide 082.jpg


Edit OpenKM document

After making a click in Checkout.gif document edit button, it'll appear a navigator browser. You must navigate across folders and select a document that you want to edit.


Okm user guide 083.jpg


When you've got some OpenKM document opened, it'll be enabled Checkin.gif Upload modified document (check-in) and Cancel checkout.gif Cancel document edit, toolbar option.

  • To upload modified document, use the Checkin.gif Upload modified document (check-in) toolbar button.
  • To cancel document editing, use the Cancel checkout.gif Cancel document edit toolbar button.

Nota advertencia.png After editing your local document copy will be deleted to prevent user confusion.


Nota clasica.png OpenKM Excel Addin runs with OpenKM 4.1 or upper.