MICROSOFT OFFICE INTEGRATION

Microsoft Office Add-In for PANTHEON DMS

Access PANTHEON DMS documentation directly from Microsoft Word and Excel.

Open, edit, and save documents without having to manually transfer files or switch between different programs.

eBusiness PANTHEON DMS eDocumentation eExchange–eInvoice Backup eOCR (eText)eMessages BetrSign eDictation MS Office Add-In

CONTACT

Working with documents directly from Office applications

Direct access to documentation

Browse document classifications and quickly find Word and Excel documents.

Edit without exporting

Open, edit, and save documents directly from PANTHEON DMS.

Add new documents

Create new Word and Excel documents and save them directly to your documentation.

View metadata

Access document details, metadata, and related documents in one place.

Faster document management

Reduce manual file transfers and simplify your daily document management tasks.

Work in a familiar environment

Manage everything directly in Microsoft Word or Excel while PANTHEON DMS takes care of organizing your documentation.

Setup Guide

This feature is available free of charge as part of PANTHEON DMS. Detailed instructions for the setup and use of Microsoft Office Add-Ins are available on the UserSite.

Instructions

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Frequently Asked Questions

What are Microsoft Office Add-Ins?

Microsoft Office Add-Ins are extensions for Microsoft Word and Microsoft Excel that provide direct access to documentation stored in PANTHEON DMS.

Which Microsoft Office applications support Add-Ins?

Microsoft Office Add-Ins are currently available for Microsoft Word and Microsoft Excel.

Can I edit documents directly from Word or Excel?

Yes. You can open documents, edit them, and save changes directly to PANTHEON DMS.

Can I create new documents?

Yes. You can create new Word documents and Excel spreadsheets and save them directly to your documentation in PANTHEON DMS.

What information is displayed next to the document?

In addition to the content, you can view document details, metadata, and related documents.

Where can I find the setup instructions?

Detailed instructions for the setup and use of Microsoft Office Add-Ins are available on the UserSite.

OUR SUCCESS STORIES

Satisfied customers are our measure of success

With the help of eBusiness services, we can provide high-quality information to clients of the accounting service and provide timely planning for the future.

Sabina Dimnik

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