DocuWare for Outlook - compare features


DocuWare for Outlook supports some basic features of DocuWare Connect to Outlook 

Compare the features of each module at a glance: 

General

Categories

Connect to Outlook

DocuWare for Outlook add-in

General

Installation

Local installation on the client through the DocuWare Desktop Apps

1. Web / Outlook Windows Application -
User adds the app to Outlook via the Microsoft Store

2. Office365 Organization - IT Admins roll out the add-in to all employees 

Operating system 

Windows

All

see here for possible limitations

Availability

DocuWare Cloud + On-premises

DocuWare Cloud only

Licensing 

Included in DocuWare Cloud, with add-on license for on-premises

Included in DocuWare Cloud 

Client

Outlook Desktop

Outlook Desktop, Outlook New Desktop, Outlook web

Email compatibility

Supported for all email in Microsoft Outlook

Supported only for email in Office 365 subscription

Storing process

Based on configurations

Based on manual user selection of the target storage location:

  • document trays, or

  • file cabinets (with store dialogs)

see here for possible limitations

Permissions

  • User needs a configuration which is assigned to him or her

  • User needs the right to store in the file cabinet

User needs the right to store in the file cabinet

Features and functionality

Legend:

✅ available

🚀 coming soon

🚫 not available

Categories

Connect to Outlook

DocuWare for Outlook add-in

A. Manual Storage

  1. Manual storage (single email)

✅

✅

  1. Store to document tray

✅

✅

  1. Store to file cabinet

✅

✅

  1. Store email body

✅

✅

  1. Include attachment(s)

✅

✅

  1. Select specific attachments for storing

✅

✅

  1. Store attachment(s) only

✅

✅

  1. Store email and attachments as one clipped document

✅

✅

  1. Store attachments as individual documents independent of email 

✅

🚀

B. Additional storage-related features

  1. Storing method

Configurations

Manual

  1. Store multiple emails with a single click 

✅

🚀

  1. Send and store

✅

✅

see here for possible limitations

  1. Storage format

EML, PDF

EML

  1. Define document order (email or attachments first)

✅

🚀

  1. Exclude files based on type or size

✅

🚫

  1. Define email behavior after storage (i.e., delete email)

✅

🚫

  1. Store email from a shared mailbox

✅

✅

see here for possible limitations

  1. Store from a watched folder 

✅

Supported through Connect to Mail

C. Indexing

Show store dialog during storage 

✅

✅

Pre-filled fields 

✅

✅

Pre-defined indexing based on configurations 

✅

🚫

D. Extras

Using other file cabinets or 3rd party databases as index values 

✅

🚫

Using Document Processing configurations for reading out index values of e-invoice XMLs / PDFs 

✅

🚀

Upload and retrieve e-invoice data configurations 

✅

🚀

Quick search in the app

✅

🚫

Synchronization of the DT/FC’s visibility settings from the web client

🚫

✅

Customization of the DT/FC’s visibility and order

🚫

✅

In-App notifications

🚫

✅

In-App feedback

🚫

✅

Store emails/attachments directly from mobile devices

🚫

✅

see here for possible limitations

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