Knowledgebase

Using ADD-INS for Excel and Outlook

The Outlook Add-In feature will allow users to read, open and create new MTRs within Outlook.

The Excel Add-In is used to open the MTR list and extract records within Excel.

Instructions for both applications are below.

Excel Add-In

The following document will show how the Excel add-in is used.

The login page will load first:

2VersoADDIN_Excel_1

If you input an invalid user, an error message pops up:

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An error message will also appear if the password is incorrect:

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When you manage to log in successfully, you will see the following page:

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Select the “Download all MTRs” button:

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All MTR information is displayed in the excel document.

If you touch an invalid cell and hit the “Show marked MTR” button, an error message is displayed:

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If you try to download the MTR list over the cells that already have information, an error generated by excel is displayed:

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You can always click any other cell and download the list again:

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If you what to see only a few MTRs, hit the “Filter MTR List” to go to the following page:

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In this page you can use Verso’s normal filter while on the MTR List Page. If you set filters and hit the “Download MTR List” you will get the filtered list:

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Hit the “Show marked MTR” button on a “MTR Link” cell and the MTR information is displayed (This also applies to the same button on the Home Page):

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Everything will be the same as the MTR in Verso:

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Hit the Edit button, and the edit mode turns on:

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If a field is required, a red * is shown (see Problem Summary Box):

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If you try to update the MTR without filling the required fields, a pop up shows indicating the required fields the user needs to complete:

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When everything is correct and you hit the update button, a confirmation appears:

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Hit yes and the page is sent back to the start and the data is updated:

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The “Back” button will take you back to the Home menu:

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Remember that you can always make the add-in visibly larger if you prefer:

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You can also sort and filter the information displayed on the workbook:

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Outlook Add-In

The following document will show how the Outlook add-in is used.

When you open an email that does not contain a MTR link in it, the Add-In does not activate:

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Once you open an email that has a link of a MTR, the “Verso” option appears at top of the email:

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When you click it, the login page is displayed:

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If you input an invalid user, an error message pops up:

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An error message will also appear if the password is incorrect:

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When you manage to log in successfully, the Add-In automatically reads the MTR link from the email and displays all the information:

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Everything will be the same as the MTR in Verso:

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Hit the Edit button, and the edit mode turns on:

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If a field is required, a red * is shown (see Problem Summary Box):

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If you try to update the MTR without filling the required fields, a pop up shows indicating the required fields the user needs to complete:

2VersoADDIN_Outlook_10

When everything is correct and you hit the update button, a confirmation appears:

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Hit “yes” and the page is sent back to the start and the data is updated:

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With the “Back” button you can log out:

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