2.3 Save Existing Office File
This use case is different than the two above, since here the file has been already created locally before saving to Aras. So it is not possible to use a template since the file already exists. The following capabilities are supported by this use case:
- Supported for Word, Excel and PowerPoint
- Aras Document number is automatically generated based on your company's process
- The file may be renamed based on your company's process
- Optionally you may select an existing Aras item to link to, such as a Part or Project. If selected, this linked item can also help drive the filename and Document number.