Table of Contents

• TITLE


• 1 OVERVIEW


• 2 USE CASE OVERVIEW
• 2.1 CREATE NEW DOCUMENT USING A TEMPLATE
• 2.2 CREATE NEW DOCUMENT WITH NO TEMPLATE
• 2.3 SAVE EXISTING OFFICE FILE
• 2.4 SAVE OUTLOOK EMAIL


• 3 BASIC OPERATION OF THE OFFICE CONNECTOR
• 3.1 ARAS RIBBON AND COMMANDS
• 3.2 LOGGING IN TO ARAS
• 3.3 HELP
• 3.4 LOCAL FILE MANAGEMENT
• 3.5 ARAS ITEM TYPES USED BY THE OFFICE CONNECTOR


• 4 CREATING AND SAVING DOCUMENTS
• 4.1 CREATING A NEW ARAS DOCUMENT
•   4.1.1 Manual File Naming Option
• 4.2 SAVING AN EXISTING DOCUMENT TO ARAS
• 4.3 UPDATE SAVE
• 4.4 SAVE AND CLOSE
• 4.5 SAVE AS TO ARAS


• 5 SAVING E-MAIL MESSAGES
• 5.1 SAVING E-MAIL MESSAGES FROM OUTLOOK
• 5.2 SAVE SUCCESSFUL MESSAGE


• 6 OPENING DOCUMENTS FROM ARAS
• 6.1 SEARCH DIALOG FOR DOCUMENTS
• 6.2 VIEW AND EDIT OPTIONS


• 7 EDIT CONTROL
• 7.1 DOCUMENT LOCKING AND UNLOCKING
• 7.2 CREATING DOCUMENT VERSIONS
• 7.3 OPENING OLD VERSIONS
• 7.4 UPDATING AN OUTDATED VERSION
• 7.5 DOCUMENT CHANGE PROCESS


• 8 DOCUMENT TEMPLATES
• 8.1 CREATING DOCUMENT TEMPLATES


• 9 OTHER CAPABILITIES
• 9.1 PROPERTY MAPPING AND IMBEDDING
• 9.2 ITEM LINKS
• 9.3 VIEWABLE FILES
• 9.4 LOCAL FILE OPERATIONS AND DETACHING FROM ARAS
• 9.5 OFFLINE USE

2.1 Create New Document using a Template

This use case allows you to use a template file stored in Aras as the basis for a new document you wish to create. The following capabilities are supported by this use case:

• Supported for Word, Excel and PowerPoint
• A template file provides a starting point for document creation
• Filename and Aras Document number are automatically generated 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.