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 […]
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 […]
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 […]
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 […]
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 […]
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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 […]
How to encrypt the DocAssist connection string in the DocAssist Settings.xml file Create & run the Word macro below The following prompt will appear on running the above macro in Word The current connection string will show in it’s encrypted and unencrypted forms. You can also edit the connection string and the encrypted string will […]
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