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

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

Installation

 Create Document plugin 3.0.7

Minimum requirements

• MacroView DMF v8.4.1340 or later
• Microsoft Office 2010 or later

 

 Create Document plugin 4.0.3

Minimum requirements

• MacroView DMF v8.8.647 or later
• Microsoft Office 2013 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(v3.0.5/v3.0.7) 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.

MacroView DMF 8.8.647

Documents can also be created using the New button on the File List Toolbar in MacroView DMF or Message 8.8.647 or later. When setting up Templates area, Create Document v3.0.8 and newer, can share the same the same configuration files as the New button.

If your organizations templates are not in the same place on all users computers, or accessible on a file share that all users have access too, MacroView DMF can help deploy these templates to each user. 

The three steps required are:

1. Create a Templates folder in your central configuration (resource library)
2. Configure the Create Document function on the Create Document in the context menu to point to this folder on each users computer 
3. Select Central Configuration Location and download.

Create the template folder to the central configuration location

Below the Templates folder you can create a sub folder structure if required and then upload Office templates to these folders. 

MacroView DMF will then download these templates and the folder structure to the C:\Users\<yourprofile>\AppData\Roaming\MacroView DMF\Store\Templates folder on each users computer and will update the files whenever they are modified in the central location.

Configure the Create Document flyout menu

The configuration file that controls the Create Document menu option on the Create Document is located under the users profile at:

C:\Users\<yourprofile>\AppData\Roaming\MacroView DMF\Store\Extensions\CreateNewDocument

or the

Extensions\CreateNewDocument folder in the central configuration location.

By default these these templates will come from your Office shared template path but by pointing these configuration files at the users %AppData%\MacroView DMF\Store\Templates folder (where the files and folders from the Templates folder in the central configuration location have been copied to in step 1), the options on the New > Office Document menu will reflect the files in that folder.

You can also deploy the Create New Document configuration files from the the central configuration location (resource library).  See Create folders and documents from the File List Toolbar for more information.

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 metadata based on information captured in your custom templates when a document is saved.