Creating embedded objects from Microsoft Office applications

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Follow these steps to create an embedded object from Microsoft Word, Excel, PowerPoint, or Outlook. When you store a file as an embedded object in FileCabinet CS, you can edit the file in the original application, or from within FileCabinet CS using many of the features of the object's source application.

  1. From within Word, Excel, PowerPoint, or Outlook, click the Embed button in the Microsoft Office FileCabinet CS toolbar.

    Note: If you are using Microsoft Office 2007 or higher, the FileCabinet CS toolbar is available in the Add-Ins tab of the ribbon.

  2. Click OK if FileCabinet CS notifies you that the current document will be saved, closed, and reopened after it is embedded.
  3. If your firm uses multiple data locations, select the desired FileCabinet CS data location from the FileCabinet CS field.
  4. Indicate the ID of the drawer in which you will store the document, enter the name of the document as you want it to appear in FileCabinet CS, and choose the folder in which you will store the document.
  5. Click the Embed button.

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