Skip to main content
Skip table of contents

Check in or Save an Office document

General

You can return Office documents just like any other objects.

An easier way is to return documents directly from the user interface of Office programs if you have installed the necessary add-ins.

  • See: Flow for Office installation For documents in general: Documents and their handling

Check in the edited Office document

With this function, you can check in documents reserved for editing in Flow to be edited in Office programs.

(1) Select the Save function from the Vertex Flow group.

  • Flow will prompt you to log in.

(2) Enter your Flow username and password.

  • If Flow asks for it.

(3) Flow opens the Return Reservation dialogue box.

(4) Edit the description if necessary.

(5) If necessary, create a new revision of the document.

  • The current status model may require creating a new revision. See: Revision

(6) Write a description of the changes if necessary.

(7) If necessary, you can add attachments to the object.

(8) Confirm the return by selecting the action Check in Reservation.

Save an Office document to Flow

Here's the translation:

With this function, you can save those Office documents to Flow that are not already there.

(1) Select the New function from the Vertex Flow group.

  • Flow will prompt you to log in.

(2) Enter your Flow username and password.

(3) Flow opens the Return Reservation dialogue box.

  • Follow the steps as outlined in points 4 to 8 above.

FAQ

Links to troubleshooting articles have been gathered here.

  • Returning an Office file to Flow is unsuccessful.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.