RedOffice Toolbar Overview

The RedOffice toolbar appears as part of the ECM ribbon within Microsoft Outlook, Word, Excel, PowerPoint, Project and Visio. This is accessible by clicking the ECM tab on the Menu Bar.

Button names will differ slightly between the different Microsoft Office applications to align with the language of that application e.g. ‘New Document’ is the term used in Word whereas ‘New Workbook’ is the term used in Excel.

Each toolbar feature is described below.

Icon	Function	Description
	Ci Anywhere Workplace	Opens the Ci Anywhere Workplace (ECM)
	Document Information	Opens the Document Information pane on the right side of the screen
	New Document	Creates a new document from an existing ECM template
	Open Document	Opens an existing ECM document to edit or to create a copy
	Insert Document	Inserts document from ECM into current Document
	Merge Fields	Shows a list of ECM fields that can be inserted dynamically into the Office document when it is saved to ECM (Microsoft Word only)
	Help Settings About	Select the down arrow below help to display further options as outlined below: Help will open the RedOffice help guide. Settings will display the RedOffice Add-in configuration settings About displays the software version information for the installed version at your organisation