|
This topic describes the functionality available in the KnowledgeTree menu and buttons that are added to the toolbar in Microsoft Office to provide integration between KnowledgeTree and Microsoft Office applications.
Note: KnowledgeTree Office Integration is a component of the KnowledgeTree Tools. This tool allows you to access documents in the repository, and to save documents to the repository, from within Microsoft Office applications - including PowerPoint, Excel, and Word.
Keyboard Shortcuts
The table displays the keyboard shortcuts used to work with KnowledgeTree from within Microsoft Office:
Shortcut
|
Action
|
Alt+P
|
Opens the KnowledgeTree File dialog box, where you can navigate to the file in the repository to open it from within the currently open Microsoft Office application (Excel, Word, PowerPoint, Visio)
|
Alt+S
|
Saves a local copy of a currently open Microsoft Office document, and checks the file in to the KnowledgeTree repository.
|
Alt+K
|
Opens the drop-down KnowledgeTree menu in a currently open Microsoft application.
|
Toolbar: KnowledgeTree menu
The table describes the functionality available in the KnowledgeTree menu in Microsoft Office:
Click
|
... then select
|
Result
|
KnowledgeTree menu
Note: Alternatively, use the keyboard shortcut Alt+K - opens the drop down KnowledgeTree menu in Microsoft Office.
|
Open
Note: Alternatively, use the keyboard shortcut Alt+P
|
Opens the KnowledgeTree File dialog - navigate to the file you want to open in Microsoft Office.
|
Save As
Note: Alternatively, use the keyboard shortcut Alt+S
|
Saves a local copy of the file, and checks in/adds the currently open document to the repository.
|
Save
Note: Alternatively, use the keyboard shortcut Alt+S
|
Checks in/adds the currently open document to the KnowledgeTree repository.
|
Update
Properties
|
Updates the Microsoft Office metadata of the local copy of the open document with the metadata properties that are currently recorded for the version of this document that is stored in the repository.
|
Browse
|
Launches an active working session within the KnowledgeTree Explorer interface, allowing the currently logged in user to work with content in the repository.
|
KnowledgeTree
Online
|
Launches the KnowledgeTree website.
|
My Connections
|
Opens the KnowledgeTree Server Connections dialog box, where you can add new connections, or modify or remove existing connections.
|
About KnowledgeTree Tools
|
Opens a system screen that provides information about the currently installed version of KnowledgeTree Explorer.
|
KnowledgeTree Toolbar Buttons in Microsoft Office
The table describes the functionality available through the KnowledgeTree buttons in Microsoft Office:
Click
|
... to
|
KnowledgeTree Open
Note: Alternatively, use the keyboard shortcut Alt+P
|
... open the KnowledgeTree File ... dialog box to locate the file you want to open in Microsoft Office. The file is checked out to the .../CheckedOut folder on your hard drive, and the file is opened in Microsoft Office for editing. The status of this file in the repository is set to Checked out by ...[name of user who checked out the file].
|
KnowledgeTree Save
Note: Alternatively, use the keyboard shortcut Alt+S
|
... check in the currently open Office document back to the repository, and change the file on your hard drive to read only.
|
|
