Office 365 - Working with Documents

Click here for instructions on setting up Office 365 to work with Chronicle

New Documents:

Brand new 365 documents using Word, Excel, PDF, and OneNote can be created by going to any add document screen in Chronicle. Select Create New and choose the online from the drop down.

Existing or old documents:

For existing Word documents on your hard drive, you can save them as a 365 document by either a drag and drop from a file list on a hard drive to a document list or from the document add screen by attaching an existing Word document to the file.

For documents already in the job file you can convert then to 365 by double clicking on the file. Chronicle will ask if you want to convert or leave as it. This process does not work for RTF documents.

Merge Templates:

One workstation must have the desktop version of 365 installed locally (not through a network). Office 365 creates templates just as all other version of Word and Excel have. Once created in the MSS, they can be added to jobs by anyone from within Chronicle using 365 online. Click here to see how to make merge documents with 365.

Also Read:

Office 365 - Setup
Office 365 - Merge Template Codes