Using the Add-In

The Documaker Installation Guide describes the installation process and pre-requisites for the Add-In.

After the Add-In has been correctly installed, it will appear in Word. You (or a system administrator) should configure the Add-In before you create any documents.

The following steps summarize the stages of setting up and using the Add-In, and contains references to the sections that describe each stage:

A. Set Up and Configuration

1. Configure the Add-In options: In this stage, you set up the options for the Add-In, including configuring any workspace definition files.

2. Create local resources: In this stage, you create any required local resources (such as fields, triggers, and graphics) that are not in a workspace definition file. You will add these resources to a Documaker documents later.

Although you can create resources at any time, it can be helpful to plan and create the resources you will need before creating your Documaker documents. If you are working with a workspace definition file (WDF), then you may not need to create local resources if the WDF already contains the necessary resources.

Understanding Resources and Elements describes resources and also elements, which are related.

Working with Resources describes how to create and work with local resources.

B. Create Documaker Documents

1. Create a new Documaker document: You can create a new Documaker document “from scratch” or you can work with an existing document.

2. Enter the document’s Documaker properties: In this stage, you enter the various Documaker document properties. These include the document’s workspace, project, class, and other Documaker-related information.

C. Add Content

1. Insert field, trigger, and graphic elements.
2. Define sections and paragraphs.

3. Manage the elements: After adding elements to a Documaker document, you can view, edit, or delete them.

D. Validation

After adding all the required content to a Documaker document, you should validate it. Validation helps ensure the document converts properly in Studio.

E. Submit Documents to Studio

In this final step, you submit the Documaker document to a Studio user. From these resources, the Studio user can create a complete Studio document.

In addition to this main workflow, you can

• Work with Publication documents
• Manage the workspace definition files associated with the Add-In
• Learn how the Documaker fields map to the fields in the Add-In
• Open a Publication document

See Also

• Overview of the Documaker Add-In

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