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      RedOffice Document Information Pane Overview

      To display the document Information pane, click on the document information icon on the home screen or on the ECM ribbon in the Microsoft application you wish to work from (e.g. Outlook, Word, Excel, PowerPoint).

      To display the document Information pane, click on the document information icon on the home screen or on the ECM ribbon in the Microsoft application you wish to work from (e.g. Outlook, Word, Excel, PowerPoint).



      Document Information icon on Home tab

      Document Information icon in ECM tab  

      Document Information Pane Icon Function Details
      The document information pane will display on the right side of the screen.

      Document Information pane
             		 Register Registers the document in ECM
      ECM Document Properties Opens document properties within ECM

             		 Refresh Refreshes the Document Information pane to ensure it displays the most current information about the document
       
      More More provides access to further functions:
      • Help
      • Refresh
      • Toggle Field list
      • Ci Anywhere Workplace
      • Settings
      • About
      • Reconnect
      • Disconnect
      • Show Log
        Document Information and Indexes
      		 From the Quick Add profile field and below, you can choose a QAP and fill out any necessary fields/indexes for the document
       

       

      More menu Function Details
      image.png
      More menu      		 Help Help will open the RedOffice User Guide.
       
      Refresh Refreshes the document information pane to ensure it is the most current information about the document.
      Toggle field list Displays all fields as data. Typically used for troubleshooting.
      Ci Anywhere Workplace Provides quick access to launch Ci Anywhere (ECM).
       
      Settings Settings will display the RedOffice add-in configuration settings.
       
      Drawer Drawer opens the RedOffice Drawer functionality, Showing ECM Document recently accessed and registered by RedOffice. 
      About About displays the software version information for the installed version on the device.
      Reconnect Reconnects to the server. Typically used for troubleshooting.
      Disconnect Disconnects from the server. Typically used for troubleshooting.
      Show Log Displays the log file.