Document Manager, using the Microsoft Office add-in to enable users to save directly to the client's folder

Microsoft Office add - in functionality

A 'HandiSoft' button can be added to Microsoft Office programs, that will call up Practice Manager - Contact, and allow users to save their documents directly into the client's folder in Practice Manager - Document Manager. 

Activating the Microsoft Office add-ins 

1. Ensure that all your Microsoft Office programs are closed.
2. From the Document Manager Options menu, click General to open the "General Options" window.
3. Under Microsoft Office Add-Ins, click Activate.
4. Click OK to exit the "General Options" window.

Saving the document to the client's folder

Open a Microsoft Office program; for example, Word. Under the "Add Ins" ribbon you should notice a new button on the toolbar. You can now save your document by clicking the HandiSoft button.

In the "Import File" window, select the client and the folder you want to save the document into and click Save.

Note: If Document Manager is not open at the time, you will be prompted to open it.

Program and version

Document Manager, all versions