Sigma Integration

1. Introduction

2. Requirements

3. Configuration

4. Notes

WorkPoint's Sigma Integration makes it possible to open Sigma files (.sig) from the WorkPoint Express plugin for various Microsoft Office applications.

With this integration, you can click Sigma files to open them in the Sigma software. You can also save the files to your WorkPoint solution directly from the Sigma interface.

The Sigma Integration requires that the Sigma software is installed on your device.

It also requires the latest version of WorkPoint Express to be installed, as well as a special WorkPoint Express license. For more information on acquiring this license, please contact WorkPoint sales at sales@workpoint.dk.

This configuration guide assumes that all aspects of the "Requirements" section of this article are covered.

In order to set up the integration, an entry must be made to the "File Open Actions" section of WorkPoint Express:

1. In WorkPoint Express, click the "Menu" icon.
2. Click "Settings" to open the WorkPoint Express settings window.

3. In the WorkPoint Express settings window, open the "System" tab.
4. In the System tab, open the "File Open Actions" tab.
5. Click a cell in the first column and type "sig". This is the file extension for Sigma files, and lets WorkPoint Express know what to do when trying to open files with this file extension.
6. In the corresponding cell in the "Action" column, type "wpsigma:file={fileurl}". This takes the URL of the file in WorkPoint that you're trying to open, and tells WorkPoint Express to open it using the Sigma software.
7. Click the "Close" button.

The integration is now set up, and we can try opening a Sigma file from WorkPoint Express:

8. In WorkPoint Express, we double-click a Sigma file stored in our WorkPoint solution.

At this point, the file is checked out using the standard SharePoint functionality. Checking out a file from a document library makes it so that only you can edit it until it is checked back in. You can read more about checking files in and out in this article.

While the file is being opened, the following window appears:

The Sigma file now opens in the Sigma software:

We can make edits to the document as we normally do in Sigma. In this instance, we add some more rows to our document:

If we save the document (either by pressing Control+S, or saving it through the File menu), the following window appears:

9. The first option is whether to check in the file when saving it. This will allow other people to once again open and edit the file.
10. The second option is whether to display a window where the file's properties can be edited upon saving.
11. The third option is whether to save the file as a new file. This enables the "New file name" field, in which you can provide a new name for the file. The new file will be saved in the same library as the original file.

If we click the "Save and set properties" button, the following window appears:

12. In this window, we can set the properties of the document.
13. Clicking the "Ok" button saves the document to WorkPoint with the edited properties.

Note that, if so chosen, checking in the file happens when you close the file in the Sigma software - NOT when it is saved to WorkPoint.