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FileSite/Worksite - Insert File

By ILTA Tips posted 02-10-2014 00:00

  

2014/02/10

 

Q. How can I insert documents into a master document? I have many pages sent separately from a client, and I want to easily put them all together into one document. My assistant saved them all to the Document Management system (Filesite) (this works with versions 8.1 up).

A.  Here are instructions for inserting files saved in Worksite

  • Open the Word document. 
  • Click on the Worksite ribbon, and then click on LINK.
  • Choose Insert Text From File.
  • Find the first document, and double-click it. The text (with formatting, graphics etc.!) is now in the Master Document
  • Make sure you are at the end of your Master document
  • Click the Link again (put it on the Quick Access Toolbar for fast retrieval), find the next document, double-click it, and so on until you are done.

TIP: Continuously save your Master Document!

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