Only files with the selected tags are now in view. Check the tags you want to view then click outside the list to close it. Filter by tag: click the Tags column header to open a list of all tags used.Click the Date sent column header to order by date sent.Click the File name or Summary column headers to order alphanumerically on these values.Files with notes show an icon-hover over an icon to see the note. You can see any summaries and tags you added, as well as file names and the dates files were sent. The NVivo - Integration dialog box opens, showing all files you have sent from Word, Excel and Outlook.
On the Modules tab, click NVivo - Integration.Otherwise, files are added to the Files system folder. If you want to add files to a folder that you have created (under the Files system folder), open the folder in the List View.Open the project you want to add Office files to.Log in using the same myNVivo account you used to send files. Receiving Office files in NVivo consists of identifying the files that have been sent and adding them to projects. If a file is sent more than once, the new version overwrites the previous version.įiles are stored indefinitely, or until you delete them, for you to add to projects in NVivo. A message informs you when the file has been sent to NVivo.Tags: add up to five tag words or phrases.Notes: for a longer description (maximum 2000 characters).Summary: for a short description of the file (maximum 75 characters).(The metadata does not stay with the file after it is added to a project-it is to help you identify files before adding to projects). Once you are logged in, you can click Send File to immediately send the file to NVivo.Īlternatively, add metadata to the file to help you identify it in NVivo.If you have more than one account with NVivo - Integration subscriptions, click the icon in the top right of the panel to switch accounts. The first time you use the panel, log into your myNVivo account.On the Home tab, click Send to NVivo to open the NVivo - Integration panel.įor Outlook on the web, open the More actions menu and select NVivo Add-in.Open the document, spreadsheet or email you want to send in the application.The procedure for sending a file to NVivo is the same for Word, Excel and Outlook.
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NOTE You can install the Outlook add-in to Outlook on a Mac computer, to send email files, but NVivo Mac will not accept the files-they can only be added to NVivo projects in NVivo Windows. The add-in is installed, with an icon on the Home tab.
On the Insert tab, click Get Add-ins (desktop Word and Excel), Add-ins (Word web) or Office Add-ins (Excel web).Open Word or Excel in the desktop or web versions.You must have internet connection to use NVivo - Integration. You can attach metadata to files to help identify them (see Sending a file below). Log into your myNVivo account from the add-ins to send the currently open document, spreadsheet or email directly to NVivo. To use the service, install add-ins in Word, Excel and Outlook.
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It is a subscription service that you purchase with your myNVivo account, or you may be given access to the service under another person's account or enterprise account.Ĭurrently, free 12-month subscriptions to NVivo - Integration are included with all NVivo purchases and upgrades. NVivo - Integration allows you to send files directly from Microsoft Word, Excel and Outlook to NVivo ( NVivo Mac accepts only Word and Excel files).