Word Add-in:Overview

Start of CoPlanner Word Add-in

After a successful installation of the Word Add-in open a new Microsoft Word instance. The main menu is enlarged by a new entry "CoPlanner".

Using this CoPlanner-Menu you have access to the functionalities of the Word Add-in.

Login

The Word Add-in has to establish a connection to the CoPlanner Server like the windows client.

Select Login in the ribbon to establish a connection to the server.

Word Add-in, CoPlanner Ribbon, Login

The Login Dialog is shown to enter user name, password and other options. After finishing your settings click on Login. If an error message is shown that a connection to the CoPlanner Server could not be established instead of the login dialog you can find several potential reasons here.

First view

After a succesful login you will see the first view of the Word Add-in.

CoPlanner Ribbon is selected automatically. The single menu items in this CoPlanner-Ribbon are active.

In that document you can create your reports by using these CoPlanner menu items.

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Word Add-in, First view

Logout

The menu items for the usage of the Word Add-in are active and instead of Login the menu item Disconnect is shown. If you select this item the connection to CoPlanner Server will be disconnected.

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Word Add-in, CoPlanner Ribbon, Disconnect