Digite - MS Word Integration

Digité Enterprise

Confidential | September 2011 | Copyright 2011, Digité Inc.

MS Word Integration – Webinar

Vinay Jain

MS Word Integration Training | Confidential 2

Introduction

Most users edit and review project documents in Microsoft® Word.

Digité-MS Word Integration offers a choice to view and update project artifacts such as User Requirements using MS Word. Thus, users can work offline in the Word document and later update the item into Digité.

Project items when checked out, enable you to edit existing content, add new project items, and then upload the new and updated items into Digité.

Project artifacts can be shared with other users also in a well-presented MS Word format.


If you use MS Word, you can benefit from Digité-MS Word Integration because

You are familiar with the MS Word Interface.

You use the Rich Text editing and formatting features including

those for inserting images.

You can use the Digité CheckIn/CheckOut functionality.

It provides you the flexibility to add and edit project items offline,

i.e. when not logged into Digité .


Digité-MS Word Integration Framework

Check out the existing project artifact

as a Word document. No other user can make changes to the

item until Digité synchronizes and saves

the content back into the system. Make changes to the item and

save the document.

Now check in the work item

into Digité. The document is

updated in the system.

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eForm Configuration to Enable MS Word Integration


Configuration for MS Word Integration

To configure an eForm, navigate to the

eForm. In the Details tab, click the MS

Word option for CheckIn/CheckOut.

You may want the sections to

appear in a particular order when

you download the item for editing.

Click the Sections icon.


To reposition the sections,

click the MS Word Segment

Repositioning icon.

In the MS Word Segment Repositioning

window, select and arrange the sections

in the preferred order.

MS Word Section Repositioning


To reposition the fields

within a section, click the

section.


MS Word Field Repositioning

In the MS Word Field

Repositioning window,

select and arrange the

fields you want to check

out.

In the Section view,

click the MS Word Field

Repositioning icon.


After you configure the eForm

for MS Word Integration, the

MS Word icons appear on the

toolbar of the eForm.


Checked Out Project Item – Using CheckOut Option

When the item is checked

out, the sections and fields

will appear in the pre-

arranged order.


Edit Project Item using CheckOut Option


Checking Out a Project Item

To check out the item along

with the data, select the item

and click the Check Out icon.

Click Save to save the item to your

system for making changes.


Editing a Checked Out Project Item

Make changes to the content or

add new content and save the

document.


Inserting Image in a Project Item

To add an image to the item field,

click the Insert Picture option in MS

Word.


Checking In a Project item

To check in the changes, navigate

to the eForm List view in Digité ,

select the item, and click the

CheckIn icon.

In the CheckIn window, click

browse to search through your

system to select the required file

and then click Upload.


CheckIn Status

The Item Import window

displays the status of

Checkin.

If the checkin is successful, it

displays as 1 under Modify in

the Successful column for a

single item checkin.

If the checkin is unsuccessful, it

displays as 1 under Modify in the

Failed column for a single item

checkin.

The reason for unsuccessful

check in of items will be

displayed under Error Details.


CheckedIn Project Item

The fields are

updated with edited

content inclusive of

images.


Check Out Items Using Skeletal CheckOut

To download only the

structure of a project item,

click the Skeletal CheckOut

icon.


A document is downloaded

with only the section and

fields in it.

Checked Out Project Item – Using Skeletal CheckOut Option


Add New Item using Skeletal Checkout


Add New Item using Skeletal CheckOut

To add items using the

checkout item without

data, click the Skeletal

Checkout icon.

You can choose to checkout all

fields, the fields in the Item List

View, or fields that you will be

selecting in the right box below.

The document you download

contains the fields you selected.

Type the title as shown in the

example and enter text into the

boxes. Save and close the

document.


On successful Checkin

the new item is listed in

the Item List view.

In Digité, click the Check in icon in the

Item List view and upload the same.

Add New Item using Skeletal CheckOut


Add New Item using CheckOut


To add items using

Copy-Paste in MS Word,

select an item and

checkout.

Here, we chose to

checkout only the fields

in the List view.

The fields configured in the List

view are checked out in the

document.

Copy the Item fields including

the Title and the data, and

paste below a page break.

Change the Item Title on the right of the

column and leave the left side of the

column blank. Now you can enter new

item details by replacing the earlier text

or images in the text and RTF boxes.Save and close the document. In

Digite, click the CheckIn icon and

upload the document.

The new item is listed in

the Item List View.

Add New Item using CheckOut


Limitations of Digité-Ms Word Integration

The Digité- MS Word Integration is available only for MS Word 2003 or MS Word 2007.

You cannot add or edit data for system generated fields in checked out

fields, nor can you delete fields or items from the Word file.

You should not change the properties of the checked out Word file.

You should check in the same file without making any changes to the name.

You need to copy the title for the new item, manually, exactly as described or the system will not add the new item.


Summary

Digité-MS Word Integration feature facilitates you to add and edit project items offline in MS Word interface using CheckOut, Skeletal CheckOut, and Checkin options.

To enable the feature for an eForm, you need to configure the eForm. eForms can be configured at the organization, process template, and project levels.

eForm sections and fields within, can be selected and arranged in the order that you want them to appear, in the downloaded document.

Checked out items cannot be accessed by other users until checked in to Digité.

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Thank You

Q&A

Technology

Digite - MS Word Integration