With the Office module, you can create and edit Word, Excel and PowerPoint documents directly within SocialDB. Changes are automatically saved and the files are centrally stored in the respective case file. This ensures that reports, letters and tables are always available in their current version.
Edit documents directly in the digital case file
Office documents are saved directly in the case file and can be opened and edited from there. The change history allows you to access previous versions of a document if needed. This keeps all case-related documents centrally stored, traceable, and quick to find.
Consistent Office templates for your organisation
With centrally managed Office templates, your employees can create recurring documents quickly and uniformly. The templates are available throughout the organisation. If a template is updated, all employees can then use the new version. This prevents different template versions and ensures a uniform appearance.
Convert Office files to PDF and other formats
Documents can be stored directly in SocialDB as PDF or PDF/A and then shared. In addition, the module supports various output formats:
- Text documents DOCX, ODT, RTF, TXT, PDF, PDF/A, HTML, Markdown and EPUB
- Tables: XLSX, XLSM, XLSB, ODS, CSV, PDF and PDF/A
- Presentations PPTX, PPTM, PPSX, ODP, PDF and PDF/A
Insert images from SocialDB into documents
Images stored in SocialDB can be inserted directly into Office documents. This includes, for example, pictures of people, family photos, genograms or other files stored in the case file.
Less version chaos and more overview
Thanks to centralised storage, automatic saving, and revision history, your team will always be working with up-to-date documents. This reduces duplicate files and different document versions, making daily collaboration easier.