Registering Documents from Word and Excel

TIMS3 now allows you to register the active document or spreadsheet directly from Word or Excel.

From Word or Excel, click the Register Document toolbar button Register TIMS3 Document on the TIMS3 Main toolbar.

This will trigger the document creation function and launch Project Navigator. Select the project folder from the drop down list or browse for the correct one.

Browser window.

Create or rename the document.

Enter the associated meta-data properties to the document as it is being created.

Registering the active document will save the current document, register it with TIMS3, check it out to you and open it up again in the current application (Word or Excel).   It is important to realize that in the course of document registration, the document will be moved to your TIMS3 local project directory, so that your TIMS3 software can maintain it.