3rd Party Links & Other > Common Functions > From other apps > Amicus Tasks Toolbar functions
Amicus Tasks Toolbar functionsIn 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 | |||
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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. |
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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. | |
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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. | |
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Add to Library Page | No | Adds the item to Amicus as a Library Resource associated with the Amicus Library Page you specify. |
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Search Text | N/A | Press <Enter> to launch a Basic Search in Amicus for the text entered in the box. |
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Search Amicus | N/A | Launches a Basic Search in Amicus for the text highlighted in the item. |
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Check Out | Yes |
Checks out the Document for use. Available only in Amicus-Managed Documents environment. |
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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 | ||
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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. | |
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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. | |
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Add to Library Page | Adds the item to Amicus as a Library Resource associated with the Amicus Library Page you specify. |
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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. |
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| Send by |
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. |
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* The action for this button toggles depending on the current state of the PDF.
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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 | |||
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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. | |
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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. | |
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Search Text | N/A | Press to launch a Basic Search in Amicus for the text entered in the box. |
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Search Amicus | N/A | Launches a Basic Search in Amicus for the text highlighted in the item. |
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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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