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\\[yourserver]\plugins\SAExcelTemplateEditor - For Administrative Users - Allows users to create templates in excel for document generation. This is an especially helpful tool when there is a need to work with formula calculations.
| Warning |
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You only need Excel Template Editor plugins if you are one of the admins responsible for template editing. Most of the users will not need those plugins. |
\\[yourserver]\plugins\SAOutlook - For All Users - Allows users to attach emails and files from outlook to cases within SmartAdvocate
\\[yourserver]\plugins\WordAddin (or WordTemplateAddin) - For Administrative Users - Allows users to create document templates in Word for document generation.
| Warning |
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You only need Word Template Editor plugins if you are one of the admins responsible for template editing. Most of the users will not need those plugins. |
\\[yourserver]\plugins\WordMergeAddin - For All Users- Allows users to merge documents from within SmartAdvocate.
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