Word Add-in:Ribbon

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Ribbon

The Ribbon (also multi functional bar) in the upper area includes single menu items to use the CoPlanner Word Add-in. The multi functional bar is seperated in these groups:

  • Server
  • Behavior
  • Data

Single menu items are assigned to these groups which are necessary to work with the Word Add-in.

Menu items in the CoPlanner Ribbon

Followed you can find a list of all available menu items to use the Word Add-in:

Button Menu item Description
Server
/ Login / Disconnect The Word Add-in has to establish a connection to the CoPlanner Server like the windows client. Is the login dialog not shown automatically select the menu item Login in the ribbon.

After a succesful login the menu item Login will switch to Disconnect. If you select this item the connection to the CoPlanner server will be disconnected.

Connection Via Connection you can change the connection settings to the CoPlanner Server by using a dialog.
/ User- / PowerUser-Mode In normal user mode you have access to your and public reports in the analyzer. In PowerUser-Mode you also have access to other data sources.
Behavior
Options Via options you have several options to choose for the Word Add-in.

In this dialog you have settings for Login/Logout, refresh and scaling of picture size for the Word Add-in.

Data
Refresh Here you can refresh data of your document.
Textfield Here you can create text fields to use selected filters in the text.
Filter Via this button you can open the dialog for filter administration.

Here you can add, configure and delete filters for the actual document.