Steps_to_insert_and_save

Steps to insert and save files

Inserting files into a new Word document

Inserting files into an existing Word document

Inserting files into a new presentation

Inserting files into an existing presentation

Saving results to disk

Inserting files into a new Word document

Select the files to insert into a Word document.

Press Create New Word Document to insert the selected file(s) into a new document.

Successfully transferred files are marked with an asterisk.

Inserting files into an existing Word document

Note: When inserting Automation or Comparison results into an existing Word document, it is recommended that only one document is open at the time.

AutoPilot File Explorer allows only one document to be opened at a time.

1. Select the files to insert into a Word document.

2. Press Open Existing Word Document to insert the selected file(s) into an existing Word document.

3. In the Select Document Source dialog, choose the source where the document is located and press OK.

If File System is selected, the Open dialog is displayed. Select the Word file and press Open.

If Phoenix Project is selected, the Select Object dialog is displayed. Select a Word file and press Select.

4. In the Reporting tab, select the file or files in the order they are to be inserted into the specified Word document and press Insert Selected Result(s).

The file(s) are imported into the Word document and inserted in the order in which they are listed in the Selected files list. The insertion point in the Word file is determined by the cursor location.

A message is displayed that confirms the file export.

5. Press OK to continue.

Successfully transferred files are marked with an asterisk.

Inserting files into a new presentation

Note: Close any open presentations before creating a new one.

1. Select the files to insert into a Microsoft PowerPoint presentation.

2. Press Create New PowerPoint Presentation to insert the file or files into a new Microsoft PowerPoint presentation.

AutoPilot File Explorer automatically inserts a caption above each table or graph image when a new presentation is created. The caption is based on the type of table or graph that was inserted.

Successfully transferred files are marked with an asterisk.

Inserting files into an existing presentation

AutoPilot File Explorer allows only one presentation to be opened at a time.

1. Select the files to insert into a PowerPoint presentation.

2. Press Open Existing PowerPoint Presentation to insert the selected file(s) into an existing PowerPoint presentation.

The Select Document Source dialog is displayed.

3. Choose the source where the document is located and press OK.

If File System is selected, the Open dialog is displayed. Select the PowerPoint file and press Open.

If Phoenix Project is selected, the Select Object dialog is displayed. Select a PowerPoint file and press Select.

4. In the Reporting tab, select the file(s) in the order they are to be inserted into the specified PowerPoint presentation and press Insert Selected Result(s).

The file(s) are imported into the PowerPoint presentation and inserted in the order in which they are listed in the Selected files list. The insertion point in the PowerPoint file is determined by the cursor location.

A message is displayed that confirms the file export.

5. Press OK to continue.

Successfully transferred files are marked with an asterisk.

Saving results to disk

1. Press Save Selected Results To Disk.

2. In the Browse for Folder dialog, select a folder and press OK.

If the folder contains any files, then a message is displayed.

3. Press Yes to continue.

The selected results are saved in the folder.

Note: If you want to save a Word 2010 document to disk, it is recommended that you first save the Word document to Phoenix, then export the document to disk.