Need info about about Document management and added functionality with Office 2007/2010

Question

Hello,

We are implementing SP 2010 as a document management and we need to add functionality, especially in Word and Excel and learn about Office 2007/2010 interoperability.

For example, content type documents with macros, advanced content types,  how to to prompt for a specific name to save and so forth.

Everything that can be done using SP2010 and Office 2007/2010, using either macros or VSTO, for the purpose of providing a more user friendly environment.

Please advice on any books or sources.

Thank you

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Christos

Answer 1

Hi,

For Office Interoperability, you may refer to this article:

http://msdn.microsoft.com/en-us/library/aa679805(v=office.11).aspx

Hope it helps.

Best Regards,

Sally Tang

Answer 2

This is for 2003. Any newer?

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Christos

Answer 3

Hi,

see this link: http://technet.microsoft.com/en-us/library/ee855124.aspx

regards.

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Tomás González. Twitter://@tgmourino

Answer 4

Never heard of this functionality before.

Actually, I'm looking for something like, a document template with macros, and having a button that will save the document and prompt for ID, and do forth

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Christos

Answer 5

Hi,

It seems that you want to add a custom Word template with marcro to SharePoint Document Library. SharePoint 2010 is OK launching your custom Word template from SharePoint. You can upload the template to a SharePoint Foundation document library, and then go to content type settings -> Advanced Settings -> specify the template for this content type.

Some useful articles that may help:

http://office.microsoft.com/en-us/sharepoint-foundation-help/set-a-file-template-for-a-document-or-form-library-HA010377912.aspx

http://whitepages.unlimitedviz.com/2011/02/using-document-templates-with-lists-and-content-types-in-sharepoint/

Best Regards,

Sally Tang

Answer 6

Thanks Sally,

Actually, I need added functionality on Word/excel. For example, a Word content type, that will have a "save" button, that will save the document and write to a specified position the document id.

Christos

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Christos

Answer 7

Hi,

You can specify the functionality in the Word/Excel template, and then upload the Word/Excel template to a custom Document type. Normally, you can click the Save button in Word/Excel to save the Word/Excel document.

Is this what you want to do?

Best Regards,

Sally Tang

Answer 8

Thanks (again) Sally,

Let me rephrase the question:

I would like sources for interoperability between VSTO and Sharepoint, between Word macros and Sharepoint.

For example, how to make a button in Word that will make a table inside the Word document with the last 5  rows of a Sharepoint list. How to make a button that will make a new list Item, how to make a button that will start a workflow, or updates a field in list item. And how VSTO Applications are (somehow) stored in Sharepoint

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Christos