Index

Some functions (of object type) contain an Office tab used to directly combine each record with a Microsoft Word™, Excel™ or Powerpoint™ document.
When a record is created in these functions, it is interesting to make a default document available.
In this function, Office documents submitted by default in object management are proposed:

• when creating a new record on an object of such a type, the defined document will be automatically submitted if it is the only one,
• if several documents can be used, a selection window will make it possible to choose among the possible choices.

Only some functions contained in the software use an Office tab, but it is possible to create documents by associating them with any existing object within the software. The specific use of these documents will be possible by adding specific Office tabs on those functions contained in the software that do not have any.

These template documents may depend on:

• the company if the records depend on a company code,
• the transaction if the object is managed by transactions.