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 saved to SharePoint. To automatically save outgoing emails use MacroView DMF Send and Save, Save on Send or Outgoing email rules.
Installation
Minimum requirements
- MacroView DMF v7.10 to 8.4.1331
- Microsoft Office 2010 or later
Minimum requirements
- MacroView DMF v8.4.1340 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 |
If True, the DMF Save to SharePoint dialog will be displayed automatically for documents created in this application. Notes:
|
True or False |
MacroView DMF 8.8 (coming soon) or later
Documents can also be created using the New button on the File List Toolbar in MacroView DMF or Message 8.8 or later.
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.
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