To archive a document from an Office application, such as Word, Excel, or PowerPoint, complete the following steps.
- In the Office application, click Start and, in the Saperion group, click the respective command depending on the archiving type.
-
In the selection dialog box, click the appropriate archiving
profile, and then click
OK.
If only one profile has been configured, the system does not open the selection dialog box, but immediately starts the archiving process.
-
In the Index form that opens, depending on the configuration,
edit the index criteria, if necessary.
In the archiving process, the system attaches linked documents to Saperion. The system includes the links within the main document. If you did not assign a name to the document that is being archived, the system generates a name in the form <ArchiveProfil>(<Timestamp>).