Excel Add-In



Kapish Excel Add-In inserts a tab on the Microsoft® Excel Ribbon, allowing HPE Content Manager (HPE CM) Properties to be inserted into new and existing Microsoft® Excel Workbooks, helping you work smarter not harder.
Kapish Excel Add-In 4.0 now comes with the ability to link Workbooks, whether they are in HPE CM and/or Network drives.


Key Features and Benefits
  • One-click insertion of HPE CM Record Number into Workbooks
  • Insert HPE CM Metadata in existing Workbooks
  • Modify HPE CM Record Properties within Microsoft® Excel
  • Navigate to the Record in HPE CM from Microsoft® Excel
  • Finalise HPE CM Records from Microsoft® Excel
  • Insert HPE CM Location’s Signature image files into Workbooks
  • Create dynamic templates containing HPE CM metadata
  • Link Workbooks in HPE CM and Network drives


Operating System Requirements
  • HP TRIM 7.3.5 or later (including HP Records Manager and HPE Content Manager) installed on the PC
  • Microsoft® Office 2010, 2013 or 2016
  • Windows® 7, Windows® 8, Windows® 10 (32-bit or 64-bit)
  • Microsoft® .NET Framework 4.5 or later
  • The minimum requirements set by your current version of HPE CM
Information for IT Department

Kapish Excel Add-In is a client side application that works in conjunction with Microsoft® Excel and HPE Content Manager (HPE CM) to improve the user experience by inserting HPE CM record details into Microsoft® Excel Workbooks. Software installation is via a Microsoft® Installer (MSI) file, this can be run manually on each PC or via common network installation methods (e.g. SCCM, ZENworks, Group Policy etc.).



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