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Digité Enterprise
Confidential | September 2011 | Copyright 2011, Digité Inc.
MS Word Integration – Webinar
Vinay Jain
MS Word Integration Training | Confidential 2
Introduction
Most users edit and review project documents in Microsoft® Word.
Digité-MS Word Integration offers a choice to view and update project artifacts such as User Requirements using MS Word. Thus, users can work offline in the Word document and later update the item into Digité.
Project items when checked out, enable you to edit existing content, add new project items, and then upload the new and updated items into Digité.
Project artifacts can be shared with other users also in a well-presented MS Word format.
MS Word Integration Training | Confidential 3
If you use MS Word, you can benefit from Digité-MS Word Integration because
You are familiar with the MS Word Interface.
You use the Rich Text editing and formatting features including
those for inserting images.
You can use the Digité CheckIn/CheckOut functionality.
It provides you the flexibility to add and edit project items offline,
i.e. when not logged into Digité .
MS Word Integration Training | Confidential 4
Digité-MS Word Integration Framework
Check out the existing project artifact
as a Word document. No other user can make changes to the
item until Digité synchronizes and saves
the content back into the system. Make changes to the item and
save the document.
Now check in the work item
into Digité. The document is
updated in the system.
Digité Enterprise
Confidential | September 2011 | Copyright 2011, Digité Inc.
eForm Configuration to Enable MS Word Integration
MS Word Integration Training | Confidential 6
Configuration for MS Word Integration
To configure an eForm, navigate to the
eForm. In the Details tab, click the MS
Word option for CheckIn/CheckOut.
You may want the sections to
appear in a particular order when
you download the item for editing.
Click the Sections icon.
MS Word Integration Training | Confidential 7
To reposition the sections,
click the MS Word Segment
Repositioning icon.
In the MS Word Segment Repositioning
window, select and arrange the sections
in the preferred order.
MS Word Section Repositioning
MS Word Integration Training | Confidential 8
To reposition the fields
within a section, click the
section.
MS Word Integration Training | Confidential 9
MS Word Field Repositioning
In the MS Word Field
Repositioning window,
select and arrange the
fields you want to check
out.
In the Section view,
click the MS Word Field
Repositioning icon.
MS Word Integration Training | Confidential 10
After you configure the eForm
for MS Word Integration, the
MS Word icons appear on the
toolbar of the eForm.
MS Word Integration Training | Confidential 11
Checked Out Project Item – Using CheckOut Option
When the item is checked
out, the sections and fields
will appear in the pre-
arranged order.
MS Word Integration Training | Confidential 12
Edit Project Item using CheckOut Option
MS Word Integration Training | Confidential 13
Checking Out a Project Item
To check out the item along
with the data, select the item
and click the Check Out icon.
Click Save to save the item to your
system for making changes.
MS Word Integration Training | Confidential 14
Editing a Checked Out Project Item
Make changes to the content or
add new content and save the
document.
MS Word Integration Training | Confidential 15
Inserting Image in a Project Item
To add an image to the item field,
click the Insert Picture option in MS
Word.
MS Word Integration Training | Confidential 16
Checking In a Project item
To check in the changes, navigate
to the eForm List view in Digité ,
select the item, and click the
CheckIn icon.
In the CheckIn window, click
browse to search through your
system to select the required file
and then click Upload.
MS Word Integration Training | Confidential 17
CheckIn Status
The Item Import window
displays the status of
Checkin.
If the checkin is successful, it
displays as 1 under Modify in
the Successful column for a
single item checkin.
If the checkin is unsuccessful, it
displays as 1 under Modify in the
Failed column for a single item
checkin.
The reason for unsuccessful
check in of items will be
displayed under Error Details.
MS Word Integration Training | Confidential 18
CheckedIn Project Item
The fields are
updated with edited
content inclusive of
images.
MS Word Integration Training | Confidential 19
Check Out Items Using Skeletal CheckOut
To download only the
structure of a project item,
click the Skeletal CheckOut
icon.
MS Word Integration Training | Confidential 20
A document is downloaded
with only the section and
fields in it.
Checked Out Project Item – Using Skeletal CheckOut Option
MS Word Integration Training | Confidential 21
Add New Item using Skeletal Checkout
MS Word Integration Training | Confidential 22
Add New Item using Skeletal CheckOut
To add items using the
checkout item without
data, click the Skeletal
Checkout icon.
You can choose to checkout all
fields, the fields in the Item List
View, or fields that you will be
selecting in the right box below.
The document you download
contains the fields you selected.
Type the title as shown in the
example and enter text into the
boxes. Save and close the
document.
MS Word Integration Training | Confidential 23
On successful Checkin
the new item is listed in
the Item List view.
In Digité, click the Check in icon in the
Item List view and upload the same.
Add New Item using Skeletal CheckOut
MS Word Integration Training | Confidential 24
Add New Item using CheckOut
MS Word Integration Training | Confidential 25
To add items using
Copy-Paste in MS Word,
select an item and
checkout.
Here, we chose to
checkout only the fields
in the List view.
The fields configured in the List
view are checked out in the
document.
Copy the Item fields including
the Title and the data, and
paste below a page break.
Change the Item Title on the right of the
column and leave the left side of the
column blank. Now you can enter new
item details by replacing the earlier text
or images in the text and RTF boxes.Save and close the document. In
Digite, click the CheckIn icon and
upload the document.
The new item is listed in
the Item List View.
Add New Item using CheckOut
MS Word Integration Training | Confidential 26
Limitations of Digité-Ms Word Integration
The Digité- MS Word Integration is available only for MS Word 2003 or MS Word 2007.
You cannot add or edit data for system generated fields in checked out
fields, nor can you delete fields or items from the Word file.
You should not change the properties of the checked out Word file.
You should check in the same file without making any changes to the name.
You need to copy the title for the new item, manually, exactly as described or the system will not add the new item.
MS Word Integration Training | Confidential 27
Summary
Digité-MS Word Integration feature facilitates you to add and edit project items offline in MS Word interface using CheckOut, Skeletal CheckOut, and Checkin options.
To enable the feature for an eForm, you need to configure the eForm. eForms can be configured at the organization, process template, and project levels.
eForm sections and fields within, can be selected and arranged in the order that you want them to appear, in the downloaded document.
Checked out items cannot be accessed by other users until checked in to Digité.
Digité Enterprise
Confidential | September 2011 | Copyright 2011, Digité Inc.
Thank You
Q&A