Manual EPD OnTrack (Electronic Project Dossier) - Website Step-One
Contents
1. Ontvangen e Grootte Catego z a ae P Opslaan onder project of specifieke map PAE 5 Map Map zoeken bpa DP OPO D Project Lijst verversen Kies project of voer in OPP OPP DI P 00001 Project 1 cor IN wro Neem ontvangstdatum van bericht over Alleen email 5 Alles ROR 0 opt vo opt vo 0 NUVI IAA K Further actions and use of screen interaction is like described under 3 1 Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 9 of 17 3 4 Save an opened email 2007 2010 For Outlook 2007 2010 this function is identical to the previously described function see 3 12 but accessed via the ribbon gt Open a received message gt Press tab EPD in the ribbon gt Press button Save message on the EPD tab Da J ume i TEL gt m Message EPD Developer i b Si Save message Store in EPD Sent ma 7 3 2011 17 59 To Cc Subject Met vnendelijke groet Johan Stap One Oosterblokker SS 1 Step T n Further actions and use of screen interaction is like described under 3 2 Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 10 of 17 3 5 Saving Office documents Office 2003 Starting from EPD OnTrack V2 1 EPD provides also storage functionality for the Office components Word Excel and Powerpoint beside Outlook From version V2 4 also for Project and Visio For all program2. Een of meer bestanden bewaren ineen door de gebruiker te kiezen project map Algemeen Voor MS Office versies 2003 2007 2010 Lint tab EPD vanaf Office 2007 Onderhoud via menu Help Info EPD Configuratie Verkenner voorin EPD opgeslagen bestanden Configuratie Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 13 of 17 gt Click on Configuration gt then Search search the network folder EPD Onderhoud Hoofdinstellingen Dossieromgeving Projecten topmap E Documenten JohansEPD DEMO Projects Eigenaar Licensee your company here Eigenaar kort Beschikbare talen Ul nl ril NL 7 043 en me DEMO Tray applicatie gebruiken Talen gevonden 2 Sluiten gt Click on Save then Close Licensee properties cannot be changed 3 8 Maintain EPD Office 2007 2010 For Outlook 2007 2010 this function is identical to the previously described function see 3 7 but accessed via the ribbon gt Press tab EPD in the ribbon for Outlook 2010 Word Excel Powerpoint Project or Visio 2007 2010 gt Press button Info on EPD on the EPD tab group EPD environment Further actions and use of screen interaction is like described under 3 7 Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 14 of 17 4 Overview folder structure Example 4 projects 0003
3. Project 3 Bestand Bewerken Beeld Favorieten Extra Help vori r a pe roeken E Mappen Mappen Grootte Type 0 H EPD Test Projects Bestandsmap B 0001 Project 1 Bestandsmap E J 0002 Project 2 i Bestandsmap H 4 0003 Project 3 Bestandsmap ET 0004 Project 4 i Bestandsmap 3 EPDService P Deze computer Substructure 4 projects with saved messages in Project 1 ber calculations cor correspondence div diverse dwg drawings pic pictures By double clicking on a message from the Windows Explorer it can be opened again Mind the extra column Author in the view below This holds the name of the sender stored by EPD from version 1 1 cor IN Bestand Bewerken Beeld Favorieten Extra EA vorioe a pe Zoeken IE aren lap Rs if Mappen Maam Auteur gewijzigd op i 1 EPD DEMO Projects gt Drukke werkd ER Ene z O OO001 Project 1 Drukke ve ne m we 2202 2011 15 13 ita l l 21 2 2011 11 30 21 2 2011 11 30 21 2 2011 11 30 21 2 2011 11 30 21 2 2011 11 30 21 2 2011 11 30 21 2 2011 10 12 21 2 2011 7 54 21 2 2011 7 54 21 2 2011 7 54 20 2 2011 1 41 17 2 2011 16 56 17 2 2011 16 01 17 2 2011 16 01 17 2 2011 11 44 17 2 2011 11 44 17 2 2011 11 21 17 2 2011 8 22 16 2 2011 15 27 16 2 2011 12 26 16 2 2011 12 26 16 2 2011 12 16 15 2 2011 10 11 15 2 2011 10 11 14 2 2011 19 08 KA mer EE TAA Am eee l Ile RAR 4a dd A A A 4 Deze computer Step One EPD On
4. adresboek of lijst van veilige afzenders om onze nieuwsbrief goed te blijven ontvangen gt Choose project en press Save The message is saved The message is saved with file extension msg This is the default Outlook message format Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 8 of 17 3 3 Save a selection of emails in one time 2010 For Outlook 2010 this is indeed identical to the previously described function see 3 1 but accessed via the ribbon Start Outlook 2010 Select the desired emails Press tab EPD in the ribbon Press button Save message s on the EPD tab Vv vvv Postvak IN Step One Bestand Start EPD Verzenden ontvangen Map Beeld Ontwikkelaars Gi Q Start Project Verkenner ti Info on EPD Opslaan bericht en Opslaan in EPD EPD Omgeving 4 Outlook 3 Postvak IN 1 LZ Concepten 4 Verzonden items 2 Verwijderde items fal Agenda AVG Virus Vault Contactpersonen 329 DEMO Domein Step One Fortis banken vermijen IceSave gt J Stap JE Logboek Ca MSDN la Notities Lg Ongewenste e mail 39 Paul Treco C Postvak IN Stap Een gt Lj Postvak IN Step One Postvak IN YouTube 3 Postvak UIT Quarantine Sas Jj Taken Vacaturebanken Ener en En vr 10 9 2010 11 42 VerliesPOLIS nd BP Opgeslagen 0 Overgeslagen 0 Fout O do 9 9 2010 10 33 Cn gE eee ma 6 9 2010 16 36 ma 6 9 2010 15 30 Jalal ss m Aantal berichten geselecteerd 24
5. in folder button Whole folder Press button Save the messages are stored with a progress indicator Terminate by pressing button Close VVVVV V EPD Save to dossier Whole folder Messages selected 18 m By default the base setup options are presented see picture on the left For further detailed options click on button More Save under project or a specific folder E Folder Find folder Choose project MMO Proiect 1 P Q0001 Project 1cor IN Store messages with send date Now you can maintain messages and attachments in detail W Also save previously saved e Removal of attachments not saved in EPD a a ae e Separate storage of attachments by means of links Just email F AN e Removal of attachments and or messages from Outlook save The options selected are saved and available next time you start Outlook Saved Ski ppa Below the full range of available options EPD Save to dossier Whole folder Messages selected 18 Save under project or a specific folder Folder Find folder ew ng 0 p 1 Ta Thier F a file already exists a new one is created with an appended index Project Refresh list d g Auto ine P 00001 Project 1 cor IN E Do not save attachments at all Store messages with send date Save attachments separately Also save previously saved Outlook cleanup after saving Just email or other comespondence too Remove attachments Just email Remove saved message
6. name of the sender is stored in file property Author You must enable and place this column in the Windows Explorer yourself Subsequently one can sort on it to guickly identify groups of messages Standard sorting might be on column Date modified This corresponds to Outlook Date received date sent See also the folder structure at the back of this document The Project Browser described at the end of this document displays the Author column by default Filenaming of messages When storing a message file the messages subject is chosen as basic filename Any non allowed characters in the subject string are replaced by spaces Message files with an identical subject which frequently occurs when sending and receiving answered messages will have their filename extended with a sequence number Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 7 of 17 3 2 Save an opened email 2003 During reading a message you can save it if required gt Press button EPD Office 2003 Click here to download pictures To help protect your privacy Outlook prevented automatic download of some pictures in this message EE yunoo nieuwsbrief yunoo nl mail57 us2 mcsv net on behalf of From Al sent Wed 2 16 2011 12 15 PM w Yunaa nieuwsbrief yunoo nl v To Cc Subject Kun je deze nieuwsbrief niet goed lezen Bekijk dan deze nieuwsbrief online Voeg nieumsbrief yunoo nl toe aan je
7. purchase Must be in accordance with the total number of employees Updates resulting from bugs or problems are for free Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 2 of 17 2 Installation on the desktop computer Configuration prerequisites computer The computer onto which EPD OnTrack is installed must comply to these minimum demands gt Minimum of 200 Mb free disk space on C gt Windows XP Windows 7 updated to the latest Service Packs gt MS Office 2003 2007 2010 with latest SP s and updates NL version or UK US versie Installatie is preferrably executed by a system administrator or centrally distributed by e g SMS Manual installation from CD EPD OnTrack is available as distributable package on CD DVD or as ZIP file The description below is based upon CD A full installation resulting in a fully functional application consists of the following steps 1 Realisation of a physical project structure An example is available at the end in Chapter Overview folder structure 2 Defining projects top folder the top folder of the project structure Optionally define a configuration folder the network folder where the configuration file resides 4 Installation of EPD OnTrack from CD DVD or ZIP file per user station p Define project top folder You have two options 1 Before installation by a system administrator This method is preferable because EPD w
8. with other document types The retrieval of this file information is time consuming in case of numerous files in a dossier Therefore a progress indicator is shown in top of the window see below 2 Pro ject Verkenner Bestand Beeld E Projecten overzicht lij 00001 Project 1 gt ber Bj cor fm EL gt cor UIT gt doc gt notes 00003 Project 3 gt 0000s gt 00006 gt Kopie 10 van 0000 Kopie 10 van OOCDE gt Kopie 100 van O00 gt Kopie 101 van 000I Kopie 102 van OCD gt Kopie 103 van 0001 gt Kopie 104 van O00 Kopie 105 van OCD Ea Kniel a ean ye v m Sublidossiers 0 bestanden 113 LJ This progress can be interrupted if the author info is not required at the moment by pressing the Stop button Naam A Wijziging verwachte levertijden van bestelling 4 Februari 2011 mea gt RE Offerte 611106 COH HHNE Ordering Ww H 50A Ontwikkelaar meg 4 Afspraak donderdag 10 maart _1 mza bd Afspraak donderdag 10 maart _2 mzg H Afspraak donderdag 10 maart mzg H MET Ontwikkelaar Den Haag msg Mal 12906051 Starthosting herinnering dom b Mail 12906051 Starthosting herinnering dom e Mail 12906051 Starthosting herinnering dom e Mail 12906051 Starthosting herinnering dom e Mail 12906051 Starthosting herinnering dorm H Met MAPS nog sneller dan ooit de nieuwste so H Met MAPS nog sneller dan aait de nieuwste so 4 Orderbeves
9. Manual EPD OnTrack Electronic Project Dossier From J Stap Step One Oosterblokker Email info step one nl Date Juli 5 2011 1 Introduction This document summarizes the installation functionality and properties of EPD OnTrack for Office Content L Arodu ene eset antennen E denten VERSIONE etn neee E E E A E Caner MOr VION en Haly CUCTIS ECS E E EE T O E E EEST cua EPE P EES PAE E E PE E ET LCE O oriri iinr nE EE A R a aS 2 JAstalaliomon the desktop COMPUTER simarerakiciinasi andn ai E E EAE Configuration prerequisites COMpuUter accssaccnnaacscnnnnenaseanneatatentenaneumnnses prwkendenentessatansceaneuntsensieeientinensenea Manual installation from CD naan an onnenenenensenenenenenneneneneneenenenenensenenrnenensenenenensenenenenensenenenes Central A add oak ere sence tat mteie ois ten as ne eto te ode cep eet ce ee cine este ewe 3 User Manual MS Office 2003 2007 2010 neen enen eenenenenennenenenenennenenenen eenen 3 1 Save selection of emails in one time 2003 2007 nonnen eenen eener eeneeneenee nennen Significance of colours in window aans snvensnrenen eenen renrenenvnrnnrnrenensnennrnennrnnenenrenennnernnnennsnennenns Previously EPD stored emails CHECK serenade enden Recognition sender of message in Windows Explorer naan eenen eenenserenrnennennenrnnenenrenenennenenenn Filenaming OENE SILOS renderende nnn denten enen den dente 3 2 Save an opened email 2003 senteren nnee beeidende aeesdeesaban
10. Track Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 15 of 17 5 Open project emails Previously stored messages can be easily reread by using the Windows Explorer gt Open the explorer e g by right mouseclick on the Windows Start button Explore gt Find the project structure project and subfolder gt Double click the desired msg email file If Outlook was not started it is started now The message is opened All regular activity is permitted like reading including the opening of attachments if any 6 Project Explorer To enable fast access to stored project documents the EPD Project Explorer is available Available as a component of Outlook Word Excel and Powerpoint Besides that it can be started outside Office as a separate program via Windows Start The Project Explorer is a kind of derivative of the Windows Explorer specifically aimed at using in combination with EPD Columns are preformatted with the use of Name Author Last Processed date See a screen print below Project Verkenner Bestand Projecten overzicht Ververkt Si 00001 Project 1 iect Bri 01 02 2011 10 22 pt ber ATA 31 01 2011 21 40 OD ode kee ekain eh eb 31 01 2011 18 53 29 01 2011 14 44 25 01 2011 14 21 20 01 2011 21 03 20 01 2011 21 03 19 01 2011 16 21 19 01 2011 14 34 19 01 2011 14 34 19 01 2011 14 34 19 01 2011 12 32 19 01 2011 12 32 18 01 2011 14 45 18 01 2011 14 04 18 01 2011 10 31 el
11. beedeteiddebenak aniesdeeset 3 3 Save a selection of emails in one time 2010 nan oanen eenen eenen ennen ennenenseneneenenennenennenes 3 4 Save an opened email 2007 2010 cccccceccecceccececeeceeceeeececeueeeeeuueuueuueueegeeueeueeueeeeeeeeeeeeans 3 5 Saving Office documents Office 2003 ananas ennen eneen oneens ennenenneneneeneneenenennenennenen 3 6 Saving Office documents Office 2007 2010 aaneen eener een ennen ernerneenensenneenn 3 7 Maintain EPD Office 2003 anensenerneerensenaddererdekentaniedereotndentandlenkerdalkeereniedenneeintentandeneee 3 8 Maintain EPD Office 2007 2010 nennen eneen een nennennennennernennernernernervererseenensenvens A Overview folder structure anno oneeneneneneneeneneneneenenenenennenenenenennenenenensenenrnenennenenenensenenenes 5 Open project OMS werner tinne E E E EE 6 POCECE pene eee eee tenen teen ee eee ee Version EPD Ontrack for Office version 2 4 Build 2 4 This version is the successor of EPD Outlook EPD Ontrack for Office version 2 1 General information EPD OnTrack for Office is a MS Office add in for the MS Office components Outlook Word Excel Powerpoint Project and Visio It supports employees working in projects or project teams with information management If this project information like specs calculations drawings testresults emails etc is stored hierarchically on a network location accessible to all e
12. corlN 18 01 2011 09 42 Efa eee LIT EN Ne a ahd vt bh s edn 4 m E gt Subidossiers 0 bestanden 48 A coN ef cor UIT fy doc lj notes EHP 00003 Project 3 BME cor fy coN 5 00005 ES cor PS coN EP 00006 MES cor T Start by Office 2003 Outlook 2007 menu File EPD Project Explorer Office 2007 2010 tab EPD group EPD Environment Start Project Explorer Windows Start EPD OnTrack by Step One Start EPD Project Explorer Functions LJ left frame folder view of projects and dossiers right frame content of selected folder LJ double click on message open it LJ search and show project enter project number in search box press Enter or click on Search right mouse click context menu on message in right frame LJ re open message in Outlook LI delete message from dossier LJ sort on columns click on the column in the right frame Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 16 of 17 Show Project overview The project overview is built when the explorer is started This can be time consuming in case of numerous projects or a slow network connection That is why only the top project folders are shown at startup The sub dossiers are only collected and shown when the applicable project is selected Show Author info The column Author in the right frame shows the sender names of email messages or the real author
13. ill be operational right after installation This means setting a socalled environment variable e g via the loginscript pointing to the project structure s top folder VARIABELE EPDProjects This variable must contain the full path e g EPDProjects P Office Projects where P is the mapped network folder Using a mapped network drive is preferred because of the independency of the underlying UNC pad A possible vbs script is shown below This can be executed as e g EPD vbs 2 Manually afterinstallating EPD Via menu Help Info EPD Configuration the administrator can lookup the network folder and subsequently store it See chapter User manual Maintenance EPD Set a configuration folder By referring with the use of an environment variable EPD can read the configuration data from a network location This implies central mangement of the configuration for all employees See a possible vbs script below Including project top folder Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 3 of 17 Installation step by step The contents of the CD exists of two components see below picture J ec nS C ea lt EPD OnTrack Setup 240 Debug z Zoeken in Debug Sp Organiseren w Delen met v Nieuwe map Documenten Rangschikken op Map Y Debug Naam Gewijzigd op Kenmerken Grootte Type iS EPD OnTrack Setup 2 4 0 msi 11 5 2011 13 47 7 072kB Windows Install zj set
14. in EPD Office 2003 Maintenance and info is available under the Help button Info EPD Postvak IN Step One Microsoft Outlook Meld E Bestand Bewerken Beeld Ganaar Extra Synchroniseren Outlook Connector Acties Help Extensions EPD 34 Nieuw c4 X C Beantwoorden L Allen beantwoorden L3 Doorsturen Verzende Microsoft Office Outlook Help F1 Mappenlijst Postvak IN Step One De Office assistent weergeven Alle mappen Gerangschikt op Datum 4 J Stap gt Contact opnemen JE Logboek p E MSDN la Notities tosh Analyse en herstel ta Ongewenste e mail 174 tee C Paul Treco ren A Postvak IN ah ATN ns e Opties voor Kantenfeedback Postvak IN Stap Een ir Postvak IN Step One Postvak IN YouTube l 3 Postvak UIT i mN 0 alde rm AT do 17 6 x Hg Step One i bo hw o Taken elke BYe 2 2 6 2010 Vacaturebanken m i ap r verbouwing i Wh 2 6 2010 Ca VerliesPOLIS Microsoft Office Online Controleren op updates Product activeren ses p 920 items gt Click on Info EPD see screen below Info m b t EPD OnTrack EPD OnTrackfar Office 21412815048 Step One 2011 Step One Licensee vour companv here EPD OnTrack for Office biedt de volgende functionaliteit Outlook Een of meer berichten bewaren in een door de gebruiker te kiezen project map Zie menu knap of lint tab EPD in berichten overzicht of in een geopend bericht Word Excel Powerpoint
15. itate saving a lot of messages in one time it is possible to save a selection of messages in the Explorer view of Outlook in one go under a project gt Start Outlook gt Select the relevant emails or all Ctrl A gt Press button EPD in the menu bar Outlook 2003 2007 ee Jor Sa l E l _Typea question for help Received Size Categories E eg Personal Folders Calendar Contacts a Deleted Items CA Drafts Inbox Ja Journal Junk E mail a Notes NET Ontwikkelaar Den Haag 3 Outbox F RSS Feeds Corso vacatures Jj Tasks We Search Folders Conversation Corso Posted On ma 7 3 2011 15 08 Folder Sizes Posted To Inbox WL VOIE VDE VDE VD Data File Management Standplaats Den Haag Marx tarief Scherp Omvang 40 uur per week Aanvang Zo spoedig mogelijk Eind 31 12 2011 max 1700uur To continue see next page Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 5 of 17 The Outlook screen for storage shows 18 messages gt Choose a project or enter the project number directly choose possibly a dossier Emails in standard Outlook folders are automatically referred to the right dossier Choose if applicable for all message kinds or just emails Choose if applicable for storing with date of reception default or now Choose if applicable for also storing previously stored messages or not default New optionally select all messages
16. lly at the most and can be managed by your current employee s No specialist is required International EPD OnTrack recognizes English en and Dutch nl languages User interaction screens messages are consistent with the Office version language Windows and Office compatibility EPD OnTrack is compatible with Windows XP Windows 7 32 and 64 bits MS Office 2003 2007 2010 Components Outlook Word Excel Powerpoint Project and Visio License If you intend to buy EPD please ask for a quotation by phone or via email We need at least the following information e Name of your firm including if any a short notation e Full address visiting and or postal e Total number of employees e Expected number of EPD users Delivery of EPD is fully personalised that is the EPD version is specifically branded for your company which results in a user interface showing your company name where applicable At quotation acceptance delivery and use of EPD you intrinsically agree to the supply and licensing conditions as they apply in general for tailormade software The most important license conditions are in short license is on usage basis not ownership tep One remains owner of the software License term is unlimited Reselling and onselling is forbidden License applies to system configurations as mentioned under Characteristics Delivery is electronic by default Number of users as expected within 1 year after
17. mployees EPD OnTrack proves its value by storing the relevant information in just a few mouseclicks at the desired project location even multiple items in one time For an example of a storage structure see the end of this document In this document is described storage of a series of email messages Office 2003 2007 Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions storage of a single open message Office 2003 storage of a series of email messages Office 2010 storage of a single open message Office 2007 2010 storage of Office Word documents Office 2003 storage of Office Word documents Office 2007 2010 maintenance Characteristics Save email messages with subject as filename date of reception sending as filedate sender as file author optionally remove from Outlook folder Maintain overall view All related relevant information grouped together either per project or subject Limit size of mailbox by clearing messages and or attachments from Outlook Seamlessly fits in As EPD OnTrack is congruent to your business activity the introduction in the present situation including the learning curve is just a matter of hours Cost effective EPD OnTrack is not a heavy solution carrying it s own database and therefore very suitable to smaller and midsized companies Maintenance effective EPD OnTrack requires no maintenance incidenta
18. s Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 6 of 17 Significance of colours in window Emails within Outlook in one of the standard folders Inbox Outbox Sent items or in a subfolder of these boxes are automatically referred to the right dossier when these are saved with EPD This recognition cannot take place when using privately created folders anywhere in Outlook You must select the correct dossier yourself if necessary To inform the user about this the colours give an indication Project number Lila project number must still be entered or selected project was selected and exists Dossier Yellow dossier not automatically referred check and possibly change Green dossier was automatically referred or dossier was selected Previously EPD stored emails check From EPD Outlook version 1 1 mesages stored in EPD are marked in Outlook by indicator EPD This indicator is assigned to field column Categories By default not visible in Outlook To make it show in Outlook one has to add the column Categories for each desired folder A Howto description is available to accomplish this This indicator is checked when messages are stored in EPD If a message was previously stored it is skipped unless the option Also store previously stored messages is enabled Recognition sender of message in Windows Explorer When storing a message in EPD the
19. s Office 2007 2010 Starting from EPD OnTrack V2 1 EPD provides also storage functionality for the Office components Word Excel and Powerpoint beside Outlook From version V2 4 also for Project and Visio For all programs the applicable function is identical accessed via the ribbon As an example Word 2010 is shown below for storing documents Start Word 2007 2010 Open or make the applicable documents Press tab EPD in the ribbon Press button Save document s on the EPD tab Vv vvv EPD Insert Page Layout References Mailings Review Developer PDF A Q Start Project Browser SH Info on EPD e document s Store in EPD EPD Environment EPD Save to dossier ile date as the original default Files selected 1 ins intact Save under project or a specific folder Folder Find folder Choose project Store file s with original saved date Also save previously saved file s Save all open files Step One 25 04 2011 Installation and Use Tailo made 10 van 16 Se Oee Choose project and press Save Saved Skipped Error Page 10 of 16 Words 2 860 lt amp English United Kingdom 2 The EPD screen and further actions are identical to the previously described 2003 version This EPD function for saving documents is identical for Word Excel Powerpoint Project and Visio Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 12 of 17 3 7 Mainta
20. s the applicable function is identical accessed via the ribbon 2007 2010 Or if EPD was installed on Office 2003 in the menu bar As an example Word 2003 is shown below for storing documents gt Start Word 2003 gt Open or make the applicable documents gt Press button EPD in the menu bar like in Outlook EPD Save to dossier Files selected 1 Save under project or a specific folder Folder Project Refresh list See de nn Store file s with original saved date Also save previously saved file s Save all open files Save Close Choose project and press Save Saved Skipped Error The EPD screen shows the following changeable options O Save with file date of original If the file was previously saved outside EPD the EPD copy is saved with the same file date as the original default Also save previously saved document s not by default If the file was previously saved in EPD it will be saved again The prior version remains intact O Save all open documents not by default All opened documents can be saved in EPD in one go If a file to be saved did not previously exist new file you are requested for a filename After saving the open file s is are closed This EPD function is identical for Word Excel Powerpoint Project and Visio Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 11 of 17 3 6 Saving Office document
21. tiging van order nr 300797 1 beste ARE Updates maart 2011 mzg T a Auteur lees Auteur MIE Werwerkt 07 03 2011 13 07 03 2011 18 07 03 2011 17 07 03 2011 16 07 03 2011 15 07 03 2011 15 07 03 2011 15 07 03 2011 15 07 03 2011 11 07 03 2011 11 07 03 2011 11 07 03 2011 11 07 03 2011 11 07 03 2011 11 07 03 2011 11 07 03 2011 10 07 03 2011 03 00001 Project 1 Subjdossier After that you can switch between dossiers fast In case the Author is necessary e g for sorting purposes the retrieval can be switched on again This status remains as it is as long as the explorer remains open LJ Sorting on column is blocked during an active retrieval Remark When the retrieval of Author information is extremely slow the cause might lie in the activity of your virus scanner Specifically with email messages with large attachments this can be problematic because attachments can be opened separately during a scan In that case you are advised to change the scan settings in order to minimize this delay Kind regards J Stap Step One Oosterblokker Step One Tailormade Office solutions EPD OnTrack Version 2 4 05 25 2011 Installation and Use 17 of 17
22. up exe 11 5 2011 13 47 A 405kB Toepassing 4 A 2 items 2 items To start installation execute right from CD the file setup exe by double clicking it DE INSTALLATION previous version If this EPD version replaces a previously installed EPD Outlook this older ver sion must first be uninstalled Either via the old MSI file or via the Windows Control screen FULL INSTALLATION gt Enter CD in player gt Open Windows Explorer and search for the CD player click on it gt Double click file setup exe gt Conform any questions regarding security and missing components gt Installation of EPD OnTrack stars confirm the standard installtion questions gt Confirm completion of the installation This terminates installation of EPD OnTrack Check gt Start MS Outlook gt Recognize the button marked EPD in the menu bar Office 2003 2007 or the tab EPD in the ribbon gt Click on menu Help Info EPD info screen is shown When setting the project top folder was not according to method 1 then installation must be continued with method 2 see previous description Central distribution A central installation of EPD OnTrack is achieved by packaging the components and subsequent distribution Step One EPD OnTrack Version 2 4 05 25 2011 Installation and Use Tailormade Office solutions 4 of 17 3 User Manual MS Office 2003 2007 2010 3 1 Save selection of emails in one time 2003 2007 To facil
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