Create Document

Purpose

The Create Document plugin for MacroView DMF allows you to create new Office documents from DMF Explorer and the DMF Outlook pane with a simple right click on any SharePoint library, document set or folder.

Create Document adds a right-click menu to the tree view in DMF with any Office templates located in the current user's Office Shared Templates path or a specified template location.  If no template path is defined, the right-click menu will provide options to create a blank Word, Excel or PowerPoint Document.

 
Create Document right-click menu 


Create Document (no path defined)

On selection of an item on the right-click menu, Create Document generates a new document based
on the selected template and opens the MacroView DMF Save to SharePoint dialog with the location
pre-set to the library, document set or folder you right-clicked. You then specify a filename (and if
required a different save location) and the document is saved and ready for you to continue editing.

Supported file types

Application File Types Auto-save supported
Microsoft Word .doc, .docx, .docm, .dot, dotx, .dotm Yes
Microsoft Excel .xls, .xlsx, .xlsm, .xlt, .xltx, .xltm Yes
Microsoft PowerPoint .pot, .potx, .potm, .ppt, .pptx, .pptm, .pps, .ppsx, .ppsm Yes
Microsoft Outlook .oft No*

* Emails are not automatically save to SharePoint.  To automatically save outgoing emails use MacroView DMF Send and Save, Save on Send or Outgoing email rules.


Installation

Download the installer

 Create Document plugin 3.0.5

Minimum requirements
  • MacroView DMF v7.10 or later
  • Microsoft Office 2010 or later
  • Close MacroView DMF Explorer and Microsoft Outlook
  • Run the Create Document installation for the version of DMF in use
  • Start MacroView DMF Explorer or Microsoft Outlook
  • Confirm the plugin is installed by selecting the Support tab on the DMF Options dialog


Configuration

The Office SharedTemplates path can be set via the Workgroup templates setting in Microsoft Word.

The default behaviour of the Create Document DMF plugin can be modified via a number of
configuration settings stored in the MacroView.DMF.CreateDocument.dll.config file located in the
users Program Files\MacroView\DMF\Extensions\MacroView\CreateDocument folder.

Setting Description Value
AlternateTemplatePath If defined, use the specified location to identify templates rather than the Office SharedTemplates path. Local or network drive path
DisplayFlatListInDMF If True, the right click menu does not cascade if any folder structure exists at the specified template location and instead displays all identified templates in a single flat sub menu. True or False

DisplayDMFSaveAsInWord
DisplayDMFSaveAsInExcel
DisplayDMFSaveAsInPowerPoint

If True, the DMS Save to SharePoint dialog will be displayed automatically for documents created in this application.

Notes:
  • Save to SharePoint can also be initiated
    manually via the option on the MacroView ribbon in the respective application.
  • Disabling the automatic save can be useful if your document templates contain macros.
True or False

Configuring Create Document to work with your custom Office templates

Contact MacroView Professional Services for assistance integrating your existing Office templates
with the DMF Create Document extension to enable:

  • Setting the Create Document auto-save behaviour for specific templates only
  • Automatic population of SharePoint meta data based on information captured in your custom templates when a document is saved.
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