Who is this article for?

Users working with the plugin.

Plugin must be installed.

The Office plugin is a tool that can be installed directly into the Microsoft Word interface to streamline and enhance the user experience. It allows you to insert metadata, upload new Documents, and set permissions to Document attachments.

Access to these features can be controlled through the Administration module and can be assigned to individual users, dynamic groups, and static groups. These permissions are applied both to the Document Viewer and the Ideagen Quality Management Microsoft Word plugin.

1. Adding tags to attachments

Document tags, also known as attributes or metadata, can be added to your attachments. These tags pull information from your Quality Management system and replace the tag with the information in the field.

There are three types of Document attributes available to add:

• General - General information, such as the username logged in or the name of the database. These do not relate to the Document module.
• Primary - Main information on record: number, owner, title, type, status, revision, author, active date, and review date. These are the fields that are found in the upper half of the Document Details View.
• Secondary - Supporting information, including approvals, change requests etc.
  This information is taken from the Change Details field.

To add a tag:

1. Access the Document attachment.
2. Open Q-Pulse Office Tags.
3. Select a tag.

Secondary attributes that return multiple fields such as document review action, will have a table automatically added to them to show all the required information. If you use the Ideagen Quality Management PDF Viewer then only the data from the general and primary attributes will be displayed. No data from the secondary attributes will be displayed.

The field only adds data to the Document and no labels to identify what the data is. It is good practice to add some text in front of each tag to explain what each field is showing.

2 Saving Documents to Quality Management

You can save a Document directly to the system as you write it.

When you use this feature, the Ideagen Quality Management Wizard will be launched to gather the required information and will then save the Document directly into the Documents module.

To save a document:

1. Click the Save To Ideagen Quality Management icon.
   This will launch Ideagen Quality Management, if it is not already open.
2. Select a Format.
3. Click OK.
   This will open a new window.
4. Enter the required information.
5. Click Finish.