Next - 07 Adding Outlook Emails to Wórkiro
This article explains how to use the Wórkiro add-in in Microsoft Word, Excel, or PowerPoint to save documents directly into a Wórkiro connection.
To store an Office file in Wórkiro, follow these steps:
- Click the Wórkiro icon on the Microsoft Office toolbar to open the Wórkiro panel on the right-hand side of the screen.
- In the Wórkiro panel, click Add to begin storing the current document.
- If this is your first time using the add-in, enter your Wórkiro username and password. Select Keep me signed in on this device to avoid being prompted again.
- In the New Document window, review and update the document name to something clear and descriptive.
- Adjust the document date if required.
- Click Relates To and search for the relevant connection to link the document to the correct record. Add an associated organisation if needed.
- Apply any required tags.
- Click Create to store the document in Wórkiro.
The document will now be accessible from the relevant connection in Wórkiro.