---
title: RedOffice Toolbar Overview
description: 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.
---

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# 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.

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.  
![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-22-07-4001-AM.png?width=696&height=123&name=image-png-Feb-09-2024-03-22-07-4001-AM.png)  
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** |
| --- | --- | --- |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-18-41-5824-AM.png?width=75&height=72&name=image-png-Feb-09-2024-03-18-41-5824-AM.png) | **Ci Anywhere Workplace** | Opens the **Ci Anywhere Workplace** (ECM) |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-18-49-7710-AM.png?width=70&height=77&name=image-png-Feb-09-2024-03-18-49-7710-AM.png) | **Document Information** | Opens the **Document Information** pane on the right side of the screen |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-19-01-0919-AM.png?width=60&height=76&name=image-png-Feb-09-2024-03-19-01-0919-AM.png) | **New Document** | Creates a **new document** from an existing ECM template |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-19-13-0978-AM.png?width=62&height=73&name=image-png-Feb-09-2024-03-19-13-0978-AM.png) | **Open Document** | Opens an **existing ECM document** to edit or to create a copy |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-20-39-6900-AM.png?width=61&height=71&name=image-png-Feb-09-2024-03-20-39-6900-AM.png) | **Insert Document** |   Inserts document from **ECM** into **current Document** |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-19-22-4820-AM.png?width=53&height=72&name=image-png-Feb-09-2024-03-19-22-4820-AM.png) | **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)   |
| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-19-37-2256-AM.png?width=79&height=256&name=image-png-Feb-09-2024-03-19-37-2256-AM.png) | **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   |

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    - [Document Registration & Versioning](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#document-registration-versioning)
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