Skip to main content
Save a document with the complement

How to save a document using the complement?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

Before starting: it is imperative to have previously proceeded to the installation of the complement.

The JurisÉvolut10n add-on allows you to save Word, Excel and PowerPoint documents directly to a JurisÉvolution matter.

Once the add-in is installed on your computer, a new tab becomes available in Word, Excel, PowerPoint and Outlook:

It is from this tab that the different recording options are available.


Document from JurisÉvolution

If it is a document opened from a JurisÉvolution matter, save the changes using the "Save" icon. This action will save the changes to the same file.


Document from the computer

If you wish to save a new copy of the document or if it is a new document to be saved in JurisÉvolution :

Step 1: Click on "Save as".

Step 2: Select the matter where you want to save the file. Use the filters to make your search easier.

Step 3: Enter your file information.

Step 4: Save with the green check mark.

If you check the "Save simultaneously in JE10" box, you can use the keyboard shortcut CTRL + S or click on the Word save icon. This will then automatically save in JurisÉvolution as well.


Did this answer your question?