3rd Party Links & Other  > Common Functions > From other apps > Amicus Tasks Toolbar functions


   Amicus Tasks Toolbar functions


In a Microsoft Office application, Corel WordPerfect, and Adobe Acrobat or Reader, the Amicus Tasks Toolbar enables you to conveniently perform various functions, as detailed in the following tables.

A. Tasks Toolbar in Word, Excel, WordPerfect
Details Yes

If the item is associated with a File or Contact, this opens the Amicus Document Details.

If the item is associated with a Library Page, this opens the Amicus Library Page Details.

Add to File View Related File Details Adds the item to Amicus as a Document associated with the File you specify.
View Related File Details Yes, and is associated with a File Opens the Amicus File Details.
Add to People No Adds the item to Amicus as a Document associated with the Contacts you specify.
View Related People Details Yes, and it is associated with a Contact Opens the Amicus Person Details.
Add to Library Page No Adds the item to Amicus as a Library Resource associated with the Amicus Library Page you specify.
Search Text N/A Press <Enter> to launch a Basic Search in Amicus for the text entered in the box.
Search Amicus N/A Launches a Basic Search in Amicus for the text highlighted in the item.
Check Out Yes

Checks out the Document for use.

Available only in Amicus-Managed Documents environment.

Check In Yes

Checks in the Document which you checked out earlier.

Available only in Amicus-Managed Documents environment.

 

B. Tasks Toolbar in Adobe Acrobat or Adobe Reader
 Details

If the item is associated with a File or Contact, this opens the Amicus Document Details.

If the item is associated with a Library Page, this opens the Amicus Library Page Details.

Add to File Adds the item to Amicus as a Document associated with the File you specify.
View Related File Details Opens the Amicus File Details.
Add to People Adds the item to Amicus as a Document associated with the Contacts you specify.
View Related People Details Opens the Amicus Person Details.
Add to Library Page Adds the item to Amicus as a Library Resource associated with the Amicus Library Page you specify.
Check Out

Checks out the Document for use.

Available only in an Amicus-Managed Documents environment.

Check In

Checks in the Document which you checked out earlier.

Available only in an Amicus-Managed Documents environment.

Send by
E-mail

Sends the item as an attachment on an e-mail.

The Amicus New E-mail dialog appears with information filled in where possible. Choose the recipients and/or add a File, and then click Open to complete and send the e-mail with the attachment from Outlook.

If the Outlook/Exchange E-mail Link is enabled and preference to auto-save e-mails is set, the e-mail will be saved on the designated Files or Contact.

 * The action for this button toggles depending on the current state of the PDF.

Note:  If using Adobe Reader (rather than Adobe Acrobat), Amicus information is not stored with the PDF file. If you reopen a PDF file that you previously added to an Amicus File, Person, or Library Page, the Toolbar will again be in its original state. This does not affect the association of the PDF file with the Amicus item.

 

C. Tasks Toolbar in Outlook
Save E-mail  No Adds the item to Amicus as a Saved E-mail.
Saved E-mail Details   Yes Shows the Amicus E-mail Details.
 Add to File No Adds the item to Amicus as a Saved E-mail associated with the File you specify.
View Related File Details Yes, and it is associated with a File  Shows the Amicus File Details.
Add to People  No Adds the item to Amicus as an Amicus Saved E-mail associated with the Contacts you specify.
View Related People Details  Yes, and it is associated with a Contact Shows the Amicus Person Details.
 Search Text N/A  Press to launch a Basic Search in Amicus for the text entered in the box.
Search Amicus  N/A   Launches a Basic Search in Amicus for the text highlighted in the item.
Attach to Email  N/A  In a new e-mail, opens a dialog from which you can select Amicus "File" Type Documents to attach to the e-mail.

 
 * The Toolbar appears in Outlook only if you have enabled the Outlook/Exchange E-mail Link and have selected the option in Preferences to enable the Toolbar in Outlook.

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