Thereforeâ„¢ Help

Thereforeâ„¢ offers integration with Microsoft Office* applications. Click the Thereforeâ„¢ tab in the ribbon. A number of options are available.

Open from Thereforeâ„¢

A dialog will then open from which you can browse for documents to open. The structure is similar to the category view in the Thereforeâ„¢ Navigator and searches can be started. Please note that when a document is opened like this, the standard Save command (or Ctrl + S) will perform a Save as New Version... as described below.

 

Index Data

Opens the index data dialogue window for the document. Users with permission to do so can modify the index data.

 

Save in Thereforeâ„¢

 

Save as New Version...

This is available for documents that have been opened using Open in Thereforeâ„¢.

 

<Profile Name>

If indexing profiles have been configured, then a user can choose one of these.

 

    No Profile

A user can also choose to save with no indexing profile in which case a category and mandatory index data needs to be specified before the document can be saved.

 

Storage Format:

The format that the document will be saved to Thereforeâ„¢ in can be chosen.

 

On Success:

Once saved to Thereforeâ„¢ the document can be kept open (default), deleted or the application can be closed.

 

Open in Thereforeâ„¢ Viewer

If this checkbox is selected then the document will be opened in the Thereforeâ„¢ Viewer after successful saving.

 

Create/Edit/Delete Profile

Users with administrator permissions can create new profiles and also edit and delete existing profiles.