CONTENTS

• Enable Office 365 Tabs
• Create Office 365 Tabs
• Edit Office 365 Tabs
• Reorder Tabs
• Colour Code your Tabs
• Add Existing Media as a Tab
• Delete an Office 365 Tab

Lumi has recently created a new feature that allows you to create Office 365 tabs on your Cards. This allows you to create, edit and view documents, spreadsheets and PDFs directly on the Card tabs. 

The file will also be saved to the Card's Media section where it can be downloaded.

Enable Office 365 Tabs

Office 365 Tabs is a feature that must be enabled for your Organisation. Please contact support@lumi.media to have this feature switched on.

Create Office 365 Tabs

Once Office 365 Tabs are enabled for your Organisation, the option to create Office documents will be available when you click the "Add Content" (+) button on your Cards.

1. Click the "Add Content" (+) button to create a tab.

The dialog will open with "Lumi Note" as the default option. This is a standard Lumi tab that lives on the Card (ie it doesn't create a document in the Media section).

2. Select Tab type from:

1. Word Document
2. Excel Spreadsheet
3. Powerpoint Presentation
4. Existing Media - This allows you to create a tab from a PDF, Word doc, Excel or Presentation that is already on the Card's media section. Note that creating a tab from an image file (ie jpeg, png, etc) is not supported.
5. Lumi Note - A standard tab which allows you to enter text, create tables, insert images etc. This content only lives on the Card. It can be exported and printed.
6. Google Suite - This option is not covered by this Guide. The "Google Suite Tabs Help Guide" is coming soon. 

3. Enter a Name for your file.

4. Click "Add".

Your new document will open in a separate browser tab in edit mode. 

You can start working in the file and it will save as you go.

To exit the file, click the "x" on the browser tab, or click the Lumi browser tab to go back the the Card.

Your new file will be added to the Card as the last tab.

It is also added as a file to the Card's Media tab.

Edit Office 365 Tabs

To edit, select the relevant tab so that the three dots (action menu) appear. Click the three dots and select "Edit in Office".

Your file will open in a separate browser tab in edit mode. 

You can start working in the file and it will save as you go.

To exit the file, click the "x" on the browser tab, or click the Lumi browser tab to go back the the Card.

Reorder Tabs

You can rearrange the order of the tabs by clicking the three dots (action menu) on the currently selected tab, and selecting "Manage Tabs".

Drag your tabs into the desired order by themove icon.

Click "Save & Close".

Colour Code your Tabs

So you've decided to add a pop of colour to your Card and want to make your tabs bright and beautiful! 

Open your Card and select the tab that you want to colour. The three dots (action menu) will display on the selected tab. 

Click the three dots and select "Colour".

Select the desired colour.

Voila! Pretty tabs!

Add Existing Media as a Tab

You can create a tab from a PDF, Word doc, Excel or Presentation that is already on the Card's media section. Note that creating a tab from an image file (ie jpeg, png, etc) is not supported.

Click the plus + icon to add a new tab.

Select "Existing Media".

Name: Enter a name for the tab. This might be the same as the file name.

Document: The "Document" dropdown menu will show all supported files from the Card's Media section. Supported files are Word, Excel and Powerpoint. Image files (ie jpeg, png, etc) are not supported.

Select the desired file.

Click "Add".

The existing document will display as a tab.

Delete an Office 365 Tab

If you want to delete the Office 365 tab without deleting the file:

1. Select the tab you want to delete.

2. Click the three dots to open the action menu, and select "Delete".

3. Click "Delete" again.

The tab will be deleted but the file will be kept in the Media section.

If you want to delete the tab AND the file:

1. Go to the Card's Media section.

2. Click the three dots next to the file you want to delete.

3. Select "Delete".

4. Click "Delete" again.

This will delete the file and any corresponding tab.

For more information about Cards and Tabs, see the Cards Help Guide.