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This procedure logs you on to KnowledgeTree through KnowledgeTree Office Add-in, from within a supported Microsoft Office application (Excel, PowerPoint, or Word).
Pre-requisites:
| • | KnowledgeTree Commercial server (on-premise) installed and configured for use in your organization, or a subscription to the KnowledgeTreeLive service |
| • | KnowledgeTree Office Add-in installed on your Microsoft Windows machine |
| • | A valid KnowledgeTree username and password |
Note: If you are not sure that your scenario fits all these requirements, please check with
your KnowledgeTree system administrator.
Perform the following steps:
| 1. | Open a Microsoft Office application - Word, Excel, PowerPoint. The KnowledgeTree Office Add-in panel opens in the window. |
Note: If you have just installed KnowledgeTree Office Add-in, and this is the first
time you're logging on to KnowledgeTree through KnowledgeTree Office Add-in,
you will need to configure a connection to KnowledgeTree.
 | | Login - Remember me |
| 2. | On the Login screen, enter your KnowledgeTree username and your KnowledgeTree password; then, choose a language for the KnowledgeTree interface - the default is English (United States). |
| 3. | To store your login details, select Remember me. Alternatively, leave this check box de-selected. Click Login. |
Note: The KnowledgeTree administrator defines whether to allow storing of passwords on client
machines. This setting is configured as a central policy through KnowledgeTree's Web interface,
in DMS Administration - System Configuration. The default is False. The 'Remember me'
checkbox is visible on the panel only when this setting is True.
 Why use 'Remember me'
'Remember me' allows the KnowledgeTree Office Add-in to restore your KnowledgeTree session within Microsoft Office whenever you close and then re-open Microsoft Office without logging out. Your session is restored to the last folder location, specific to the application you're working in, and the relevant folder is selected, provided the folder still exists at that location, and the folder permissions have not changed.
When logging out without closing your KnowledgeTree Office Add-in session, KnowledgeTree re-opens at the root folder the next time you log on through the KnowledgeTree Office Add-in.
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| 4. | When you have successfully logged in, KnowledgeTree's Browse view folder tree loads in the KnowledgeTree Office Add-in panel, displaying your organizational files and folders stored in KnowledgeTree. Note the following: |
| • | You will only see those files and folders where you have at least the 'read' permission |
| • | You will only see file types relevant to the application where you are viewing KnowledgeTree through the Add-in - for example, in Excel, you will only see Excel file types |
| • | The Actions pane at the bottom of the panel displays allowable actions for your permissions set up and the current document context - i.e. in the image below, the document that is open in Microsoft Office 2007 Word is not yet saved to KnowledgeTree, so the Save action is available in the Actions pane. |
 | | KnowledgeTree Office Add-in for Word |
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