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.
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.
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.
