JAVLN Officetech User Guide: Saving to JAVLN Officetech

Saving to JAVLN Officetech

The JAVLN Officetech Save Form is the method used to save documents into JAVLN Officetech.

To save a file to JAVLN Officetech, select the Save to JAVLN Officetech button from the toolbar. This button is available in all Microsoft Applications, i.e. MS Word, Excel, Outlook and PowerPoint.

Outlook JAVLN Officetech Save

To save emails, select the email/s from the Inbox list, and click the Save To JAVLN button this will launch the JAVLN Officetech Save Form. 

Function	Description
	Takes you to your list of saved Favourites
	Takes you to a list of the In-Trays of all users in your System.  The current logged in user will be highlighted by default
	Selecting Home will take you to the list of all Cabinets that you have available to you
	Press the Up button in the Save As screen, to go up one level in the directory
	Allows you to add an additional folder to a selected location whilst saving (depending on a user’s available permissions)
	Allows you to add an additional structure to a selected location whilst saving (depending on a user’s available permissions)

The additional locations option have been included to allow a file to be saved to multiple locations in the one process. 

To add the additional Save Locations: 

1. Click the  button, highlight the location you wish to add
2. Click the button once more.  You must also ensure that the document properties are completed for each location that you add. There is no limit to the number of locations you can add.

To apply Document Properties to the file:

1. Select from the drop-down menus for the default options or simply type your own properties. Default properties that are available will depend on your system set up. Type, Description & Subject can be set up with default options. Comments are free form. 
2. Once you have allocated all the relevant properties to the file, select Save.

Delete from Outlook

The check box Delete from Outlook will remove the saved email from Outlook as you save to JAVLN Officetech.

Copy To PDF

The check box Copy to PDF will create a PDF copy save to the desired location.

Attach To Task

Selecting Attach to Task as you are saving a document allows you to attach the document to a new or existing task. If you check the Attach to Task tick box a new window will pop up asking if you want to save to a New or Existing Task.

Attach To Email

The Attach to Email function will allow you to attach the document that you are currently saving to a new email.  

Outlook JAVLN Officetech Save Attachments

The Save Attachments button is located next the Save to JAVLN Officetech button and when selected will load email attachments into the JAVLN Officetech Save Attachments window. If multiple emails are selected, all attachments contained in the selected emails will appear in the window.

Attachments can be individually selected, and properties added, before uploading.

Once the selected files have uploaded, additional functions become available for these files.

Attach to Task

The Attach to Task option will open the attach to task functions allowing the uploaded files to be added to tasks.

Attach to Email

The Attach to Email option opens the Email Attachments window to generate a new email

If neither of the above actions are required, continue with the upload actions on remaining files.

A second upload can be performed from the same window after the first upload.

Note: Previously uploaded files are marked with aand can be excluded from the second upload.

Insert Attachments

When creating an email, replying to an email, or forwarding an email the Insert Attachment button is available in the new email.

When the Insert Attachment button is selected, the JAVLN Officetech browse window will open. 

1. Select the location of the files to attach and click Select. 
2. You can continue to navigate to different locations to add attachments.
3. Complete the email and send.

WORD JAVLN Officetech Save

The Save Form will open when you click on the Save to JAVLN Officetech button.  

To save a file:

1. Select the location and the destination for your file. If you do not wish to save to a Client Folder, you can also select from any of the available Cabinets.

MS Word and MS Excel Tool Bar Functions:

Refresh

The Refresh function allows you to refresh your JAVLN Officetech System. In most circumstances JAVLN Officetech will refresh automatically so continual refreshing is not required.

There are several ways you can refresh your JAVLN Officetech System.

Keyboard shortcuts:

• Press CNTRL + R

• Press F5

Using your mouse:

• Right Click anywhere in your browser to expose the menu and select Reload

• Click on the refresh buttonlocated next to the URL address bar at the top of the window