Conclusion and next steps
You have finished this lesson! Here are the major takeaways:
- You now know how to install and log in to the Upchain for Office plugins.
- You can upload a document to a specific document category within a project using an Office plugin.
- You can manage document versions with check out/in functionality and send it through a publishing workflow.
- You can link a document to an item and keep the document up to date with the latest item information.
- You now know how to use an Office plugin to work with documents associated with items.
Help content links
- Upchain for Office: Getting started
- Explore the Upchain for Office interface
- Documents view in Upchain for Office
- Document control in Upchain for Office
- Assignments view in Upchain for Office
- Markup in Office
- View, import, export, and link operations in Upchain for Office
- Version control in the Office
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