Office Plugins for Upchain

Module overview

Explore how to manage documents using the Upchain for Office plugins. We’ll begin by demonstrating how to install the Upchain for Office plugins and log in. We’ll then look at how to perform the initial upload of a document to a document category, manage daily changes, link the document to an item or bill of materials, send it to a publishing workflow, and finally publish it. We’ll also briefly touch on how you can use the Office plugins to work with item documents.  

This content takes approximately 45 minutes to complete. By the end, you should be able to:

• Install and log in to the Upchain for Office plugins
• Upload a document to a specific document category within a project using an Office plugin
• Manage document versions with check out/in functionality, and send it through a publishing workflow
• Link a document to an item and keep the document up to date with the latest item information
• Use an Office plugin to work with documents associated with items

Module outline

• Getting Started with the Office Plugins
• Managing Documents with the Office Plugins
• Conclusion and Next Steps