Idea ID: 2878904

Office Add in for CM 23.4v onwards - Ability to save new document straight into CM instead of needing to save first

Sandy Grosz

Status: Under Consideration

Investigating this for feasibility

7 months ago

Our current version of CM9.4 with the office integrations allows a user to start a new document and save the document as a record into CM from the office integration addin on the ribbon.

In CM 23.4 with the newest office integration addin, the user has to first save the document to once drive before being able to check this in. It makes it more difficult from the user as there are extra steps and then they have to also remove the document from one drive to avoid duplicates being saved (I note there is a setting on the add to automatically delete).

We would love the functionality to once again save a record straight into CM and removing the step to save to One Drive (or somewhere) first.

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Application and Systems Integration

user experience

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Office Add in for CM 23.4v onwards - Ability to save new document straight into CM instead of needing to save first

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