Updating Existing Documents Using the Office Toolbar

You can use the DocPoint Office Toolbar to update document profiles on-the-fly without leaving leaving Word, Excel, or PowerPoint. You can perform this action on documents that are part of DocPoint's database.

1. When working on a Microsoft Office File press the 'DocPoint Document' or 'DocPoint Mail' buttons from the DocPoint toolbar (see figure 6.8).

   Figure 6.8: Updating Document Data from Office Applications

   

2. The file's document profile will appear (see figure 6.9).

   Figure 6.9: Updating Document Data

   

3. Modify the document profile.
4. Press the 'Update DocPoint' button.