One of the fastest and most powerful ways to boost content efficiency and leverage the re-usable content connected to your QorusDocs Hub, is to use the Insert.
Here's what you need to know:
QorusDocs offers multiple insert options, and you'll find them all listed below.
If the content you insert contains Smart fields and rules, then you will be presented with a form that allows you to very quickly personalize the content you insert. You can learn more about inserting smart content here.
The content insert options available will vary based on the file format of that content.
The insert options, as well as some of the insert behaviors, will also vary based on the Office 365 app you're working in. For instance, the insert option 'Insert as refreshable' is only supported in Word, and is not available in Outlook, PowerPoint, or Excel.
In this article, we’ll cover what each these options do, and where you'll find them in your QorusDocs Add-ins:
- Insert
- Insert as refreshable
- Insert selected items as images
- Insert page as image
- Insert selection as Plain Text
- Insert selection as Rich Text
1. Insert
‘Insert’ takes the whole body of contents of a file, and inserts into emails, documents, presentations and spreadsheets, wherever the cursor of your mouse is positioned.
The types of files that can be inserted using the ‘insert’ button, include: Word documents, text files, html files, SharePoint Online list items, and images.
'Insert' is available in the following Office Apps: Word, Outlook, PowerPoint and Excel.
For Documents
If you work with Word documents that have different layouts, themes and styling, then you might want to check out this article, which explains how QorusDocs handles formatting.
For Images
· Image file types supported
The image file types supported for insertion using the ‘Insert’ button include: JPG, JPEG, PNG, GIF, BMP, SVG, and EMF.
· Image replacement
Image replacement is supported in Word & PowerPoint. This allows you to easily insert and replace images within your document without disrupting the document layout or formatting.
For Word the image format must be ‘In Line with Text’ to support replacements. To replace an image, simply search/browse for the desired image from on of your Content Sources. Select the image in the file you wish to replace and select ‘Insert’ action from the QorusDocs Add-In.
2. Insert as refreshable
This feature is only available in QorusDocs for Word, and works hand in hand with ‘Refresh’ and ‘Finalize’.
‘Insert as refreshable’ is the same as the ‘Insert’, except that using this option allows you to keep the Word content you insert in documents, in sync with Word content you manage in OneDrive for Business, Microsoft Teams, and SharePoint Online.
If the document you ‘inserted as refreshable’ into a document is later updated in SharePoint (after you’ve inserted it), you can use the ‘Refresh’ to automatically update the content inserted into your document with the latest changes.
Please note: QorusDocs Admins have the ability to turn the ‘Refresh’ feature on or off for your QorusDocs Hub. If the ‘Refresh’ is disabled, you won’t have the ability to ‘Insert as refreshable’.
The types of files that can be inserted using the ‘insert as refreshable’ button, include: Word documents, text files, html files, SharePoint Online list items and images.
Please also note that ‘Insert as refreshable’ is available in Word only.
3. Insert selected as images
When you click on the thumbnail preview of the file, you can select one or multiple pages and even slides to insert as images at once, rather than one at a time. You'll find this option in the Gallery preview.
The types of content that can be inserted using the 'insert selected as images’ button, include pages from Word documents and from PDFs, as well as slides from PowerPoint presentations.
'Insert displayed item as an image' is available in the following Office Apps: Word, Outlook, PowerPoint and Excel.
4. Insert page as image
This behaves in exactly the same way as the Insert selected as images option. You'll find this option under the Page preview.
Unlike “Insert Selected as Images,” which lets you choose one or multiple pages to insert as images in your document, “Insert Page as Image” allows you to insert only the page currently being viewed in the preview as an image into your document.
5. Insert selection as Plain text
When you're working with the selectable preview, you can click inside the preview window, interact with your content and select the content you'd like to re-use. However, with this option, none of the formatting of the selected text in the preview will be retained in the destination document.
The types of content from which you can select text and then insert your selection using the 'Insert selection as plain text' option, include Word docs, PowerPoint presentations, Excel spreadsheets, PDF, SharePoint Online list items, and email .msg files.
6. Insert selection as Rich text
'Insert selection as rich text' is available in the following Office Apps: Word, Outlook, PowerPoint, and Excel. Rich text formatting improves readability and makes it easier to present AI-generated content professionally without needing to manually reformat it afterwards. When you insert content as rich text, this means the content retains styling elements like:
- Bold, italics, and headings
- Bullet points or numbered lists
- Tables
Comments
Please sign in to leave a comment.