Save Document in DMS

Initial Situations:
- You have created a document and haven't saved it yet. - You have checked out the MS Office file for editing in STP Documents and made changes.

Save Document in DMS
Go to the "File" tab in the ribbon and click on "Save As" in the vertical navigation bar. The "Save As" navigation bar will appear. Select the "PRO LEXolution.DMS" option here.

Search Button in DMS

opens a search window for documents.

Note
This window opens directly when you save/move a document to the local directory > Documents > LEXolution.DMSPro on your computer.

The folder will be automatically deleted a certain time after importing into the DMS.

In the Commander on the left, you can search for the document in various ways.

The search results are displayed in the document list on the right.

For MS-Office 64-bit versions, a document preview is displayed by default on the right of the document list. For MS-Office 32-bit versions, the document preview can be enabled in the personal settings, but it is strongly discouraged.

Note
Above the document list, there is a full-text search field that allows you to search the results in the document list obtained through the Commander. Wildcards are possible.

Note
Pressing [Enter] or the Button (Magnifying Glass) triggers the search after input. You can clear the input from the field with the Button X.

Show All File Types

  • "disabled": Default setting
  • "enabled": All documents/files in STP Documents are displayed.

File Name

can be overwritten

File Type

Depending on which Office application the window was opened from, different file types are available.

Opened from MS Word:

  • "Word Document (*.docx)"

  • "Word Macro-Enabled Document (*.docm)"

  • "Word 97-2002 Document (*.doc)"

  • "Word Template (*.dotx)"

  • "Word Macro-Enabled Template (*.dotm)"

  • "Word 97-2003 Template (*.dot)"

  • "PDF (*.pdf)"

  • "XPS Document (*.xps)"

  • "Single File Web Page (*.mhtm, .mhtml)"

  • "Web Page (*.htm, *.html)"

  • "Web Page, Filtered (*.htm, *.html)"

  • "Rich Text Format (*.rtf)"

  • "Plain Text (*.txt)"

  • "Word XML Document (*.xml)"

  • "Word 2003 XML Document (*.xml)"

  • "Strict Open XML Document (*.docx)"

  • "Open Document Text (*.odt)"

  • "Works 6-9 Documents (*.wps)"

Opened from MS Excel:

  • "Excel Workbook (*.xlsx)"

  • "Excel Macro-Enabled Workbook (*.xlsm)"

  • "Excel Binary Workbook (*.xlsb)"

  • "Excel 97-2003 Workbook (*.xls)"

  • "XML Data (*.xml)"

  • "Single File Web Page (*.txt)"

  • "Unicode Text (*.txt)"

  • "XML Spreadsheet 2003 (*.xml)"

  • "Microsoft Excel 5.0/95 Workbook (*.xls)"

  • "CSV (Comma delimited) (*.csv)"

  • "Text (Macintosh) (*.txt)"

  • "Text (MS-DOS) (*.txt)"

  • "CSV (Macintosh) (*.csv)"

  • "CSV (MS-DOS) (*.csv)"

  • "SYLK (Symbolic Link) (*.slk)"

  • "Excel 97-2003 Add-In (*.xla)"

  • "PDF (*.pdf)"

  • "XPS Document (*.xps)"

  • "Strict Open XML Spreadsheet (*.xlsx)"

  • "OpenDocument Spreadsheet (*.ods)"

Opened from MS PowerPoint:

  • "PowerPoint Macro-Enabled Presentation (*.pptm)"

  • "PowerPoint 97-2003 Presentation (*.ppt)"

  • "PDF (*.pdf)"

  • "XPS Document (*.xps)"

  • "PowerPoint Template (*.potx)"

  • "PowerPoint Macro-Enabled Presentation (*.potm)"

  • "PowerPoint Show (*.ppsx)"

  • "PowerPoint 97-2003 Show (*.pps)"

  • "PowerPoint XML Presentation (*.xml)"

  • "Outline/RTF (*.rtf)"

  • "PowerPoint Picture Presentation (*.pptx)"

  • "Strict Open XML Presentation (*.pptx)"

  • "OpenDocument Presentation (*.odp)"

Title, Comment

free input possible

Button New Document

A new document is created in STP Documents according to the preceding specifications.

Button New Version

A new version of the document is created in STP Documents according to the preceding specifications.

Button Cancel

The save process is canceled.

Button My Favorites

opens the search window for documents (see above). The Commander on the left automatically opens the tab for searching automatic and manual favorites.

The targeted documents are displayed on the right in the document list.

Here, too, the checkbox Show All File Types and the Buttons New Document, Button New Version and Cancel are available.

Related to