Enabling DocAssist Logging

DocAssist logging to identify issues can be enabled in the two following ways depending on the version of DocAssist that you have installed: DocAssist 1.2.1012 and below DocAssist 1.2.1013 and above Logging options are added to the Word registry instead of needing the NLog.config file in the installation directory (NLog.config file is still supported too)             […]

Connection Tool in Word DocAssist Editor Ribbon

If DocAssist Editors have access to more than one DocAssist SQL database, the Connection tool on the Word DocAssist Editor Ribbon can be configured to provide a quick access between those databases. Connection Select the Connection button in the Tools Grouping on the Word/DocAssist Editor Ribbon. The following dialog will appear. Setup of Connection Tool […]

User Roles for the DocAssist Editor

DocAssist Editors can have additional settings created in the SQL database to access extra features in DocAssist. To turn these features on for the editor, you will need to be familiar with SQL and editing data in a table. Those features are: NOTE You will need to know the UserID of the Precedent editor (you […]

Release Notes

v1.2.1021 31/3/2024 v1.2.1020 15/3/2024 1.2.1019 15/02/2024 1.2.1018 24/1/2024 1.2.1017 1/12/2023 1.2.1016 17/11/2023 v1.2.1015 3/11/2023 v1.2.1014 27/10/2023 v1.2.1013 16/10/2023 v1.2.1012 24/08/2023 v1.2.1011 6/07/2023 v1.2.1010 14/6/2023 v1.2.1009 5/5/2023 v1.2.1008 27/04/2023 v1.2.1007 10/03/2023 v1.2.1006 8/02/2023 v1.2.1005 13/08/2022 v1.2.1004 14/07/2022 v1.2.1003 9/05/2022 v1.2.1002 23/11/2021 v1.2.1001 30/7/2021 v1.1.1009 18/01/2019  New features  Feature changes  iManage Feature Changes 

Modifying the Sign Feature

By default, DocAssist allows documents to be converted to pdf and placed in an Outlook email ready to be sent to a recipient. If the electronic signature is enabled, the appropriate signature will also be added. It is possible to turn this feature off or modify the feature via the Signing Options in the settings.xml […]

How to edit the Word DocAssist Editor Ribbon list of Content Controls in the Data and Contact groups.

Edit or add new DocAssist content controls to the DocAssist Editor ribbon in Word Download and install an Office RibbonX Editor We recommend using an Office RibbonX Editor for customising the ribbon XML with Word templates. Download the latest version from https://github.com/fernandreu/office-ribbonx-editor Backup the DocAssistEditor.dotm template Adding/modifying xml code Breakdown – xml code for adding […]

[HOW-TO] – Enforcing the DocAssist addins to always be enabled

Microsoft Office from 2013 onwards addin resilency setting may disable customised addins if those addins are perceived as slow to load when opening Office applications. Please see this article for further information – https://docs.microsoft.com/en-us/office/vba/outlook/Concepts/Getting-Started/support-for-keeping-add-ins-enabled If you experience issues with either the Word or Outlook DocAssist addins becoming disabled, (either the DocAssist addin icon is not […]

[HOW-TO] Customise the finalise process to leave placeholder text

We had an interesting request recently where a client wanted to keep the placeholder text within the document when it was finalised. Turns out it was simple to do, and here is how we did it.

[HOW-TO] Disable users and release the licence automatically

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How to edit the DocAssist templates in Word

Edit or add new DocAssist templates to the Home/New menu in Word Download and install an Office RibbonX Editor We recommend using an Office RibbonX Editor for customising the ribbon XML with Word templates. Download the latest version from https://github.com/fernandreu/office-ribbonx-editor Adding/modifying xml code Breakdown – xml code for adding DocAssist Word templates to Word ribbon […]