Working with 12d Synergy Plugin for Microsoft Word

12d Synergy offers a plugin to easily interface with Microsoft Word. 

1.1. The 12d Synergy Plugin for Microsoft Word

1.2. How to Check-out a file using the 12d Synergy Plugin

When you open a document in View only (Read-only) mode, you can still check out the document using the 12d Synergy plugin for MS Word. 

1. In the 12d Synergy plugin, click the icon.
   
   
   This icon is enabled only when a document is opened in the View only (Read-only) mode.
   The following prompt is displayed.
   
   
   
2. Click the Yes button to confirm the checkout.
3. Click the Yes button to confirm the checkout.
   The document is checked out and is now editable.

1.3. How to Upload Files into the Server

Uploading a file will check in the document and make it a read-only file. You have two options to upload a file.

1. In the 12d Synergy plugin, do one of the following:
   • To upload/import the document into the 12d Synergy application, do the following:
     1. Click the Upload icon.
        The following prompt is displayed.
        
        
        
     2. Select the required option and upload the file.
   • To upload/import the document into the 12d Synergy application with a different file name, do the following:
     1. Click the Upload As icon.
        The Name File for Upload window is displayed.
        
        
        
     2. Enter the new file name in the Upload As box.
     3. Click the Accept button.
        The Select a folder window is displayed.
        
        
        
     4. Select the location where you want to upload/import the newly named file.
     5. Click the Select button.
        The following prompt is displayed.
        
        
        
     6. Select the required option and upload the file.

1.4. How to Get the Latest Version of the file

When you work on a document, save it, and check it into the 12d Synergy Client application, the version number of the file is updated. When you checkout the file, work on it, and save it, the version number on the 12d Synergy Client application is NOT updated as it is still not checked in.

When you do a Get latest version for any document, the last checked-in version of the document is updated to your local workspace and is opened for use.

Note that if you have checked out a file, made some changes to it, saved it, and closed it but did not check it into the 12d Synergy Client application, then on doing a Get Latest Version, the changes that you have made to the document are lost as they have not been checked in to the 12d Synergy Client application.  

You can perform a Get Latest Version function in one of the following ways:

• Right-click the document and select the Get latest version option.
• In the opened document, access the 12d Synergy menu option and click the  icon.

The locally saved version of the document is overwritten by the last saved version checked into the 12d Synergy Client application.

1.5. How to Insert Attributes in a File

Word documents that have plugins can have embedded attributes. When you update the source of these attributes, such as a Job attribute, the document is automatically checked out, the attribute value is updated, and it is checked back into the 12d Synergy Client application. Thus, the version number of the document is increased, and the document is up to date.

To insert an attribute, do the following:

1. Open the MS Word document and place the cursor at the point where you want to insert an attribute.
2. Click the icon from the 12d Synergy plugin.
   The Select Attribute window is displayed.
   
   
   
3. Select the required attribute and click the Select button.
   The value of the selected attribute is inserted in the document at the cursor.
   
   • You can use the Refresh Attributes  icon button to update the values of the attributes in the document when they are updated in the 12d applications.
   • If you select the Insert as a dynamic placeholder check box in the Select Attribute window, the attribute name is added to the document within square brackets. The square brackets symbolise a placeholder for the attribute mentioned in between them, the value of which can be updated only once.

1.6. How to Insert an Image to a file from Synergy Space

You can insert an image from the 12d Synergy Client application.

1. Open the MS Word document and place the cursor at the point where you want to insert an image.
2. Click the icon from the 12d Synergy plugin.
   The 12d Synergy Client application with a list of jobs that can be connected to is displayed.
3. Select the job from which you want to select an image.
   The Browse for a file – <job name> window is displayed.
4. Browse for the required image and click the Select button.
   The image is inserted into the document at the cursor.

1.7. How to Create a PDF of the MS Word document

12d Synergy enables you to directly create a PDF of the MS Word document you are working on and save it at a location of your choice in the 12d Synergy Client application.

1. To create a PDF of the document, click the Save As PDF icon button on the 12d Synergy plugin.
   The Select a Folder window is displayed.
2. Select the location where you want to save the created PDF.
3. Click the Select button.
   The Enter the new name for the file prompt is displayed.
4. Enter a name for the PDF to be created and click the OK button.
   The Describe this Change prompt is displayed.
   
   
   
5. Select the Created PDF option.
   
   If any attributes are to be filled for the PDF, you will be prompted to enter their values at the stage.

The PDF is created and is saved in the selected location.