Word Addin

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Office Add-ins are compatible from version 2000 to version 2007.

After installing the Word add-in, a new menu item "OpenKM" will appear in Word.

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 Add-In

First you must select the OpenKM tool bar option to set your configuration values to access OpenKM from the client computer. If you've got other OpenKM Add-Ins already installed, this may not be needed.

Okm user guide 077.jpeg

When you set your configuration values, a folder called OpenKM is created in your user My documents folder. In this OpenKM folder, a configuration file called openkm.xml and another file called document.xml are created that the OpenKM Add-in uses to store some document editing information. You should not edit or delete these files.

Okm user guide 078.jpeg

Uploading a new file

After clicking on the Add document.gif add new document button, a folder tree view will appear. You must select the folder where you want to upload the file.

Okm user guide 081.jpg

Click on the Send Button and after that the document will be uploaded to OpenKM and a notification message will appear.

Okm user guide 082.jpg

Editing an OpenKM document

After clicking on the Checkout.gif document edit button, a folder navigator will appear. 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, the Checkin.gif Upload modified document (check-in) and Cancel checkout.gif Cancel document edit toolbar options will be enabled.

  • 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 Word Add-in runs with OpenKM 4.1 or higher.