Embedding, saving, and deleting documents

You can embed these documents types in the database: Microsoft Excel (*.xls), Microsoft Word (*.docx, *.doc; *.dotx, *.dot), Microsoft PowerPoint (*.ppt), Microsoft Project (*.mpp) and PDF-documents (*.pdf). The documents, with exception of PDFs, can be opened and edited in Designer.

To embed a document, right-click a folder in the tree and select New > Document. To display the documents, the required software must be installed.

If the document is embedded, it is stored in the designer database.

Use Save As... to save the document in another place. Before saving, you may decide whether the changes of the document must also be saved in the Designer database.

To save a document to the hard disk, right-click the document in the tree and select the Save As... command. To remove a document from the database, right-click the document in the tree and select the Delete command on the shortcut menu.