DocuWare for Outlook is now live for on-premises environments. The add-in connects a DocuWare on-premises system to the web/online version of Microsoft Outlook to archive emails and attachments.
Applications
The Outlook add-in has the same functionality for DocuWare Cloud or on-premises. Practical use cases are:
File emails directly to the right DocuWare tray or archive. Select any tray or archive you have access to as the storage destination.
Select which attachments are archived and set their order. Choose which attachments to include and their sequence in a stapled document, or archive the email and attachments as separate documents.
Index emails directly in the Outlook add-in. Index emails manually, use store dialogs with prefilled fields, or add Document Processing configurations for automation.
For more information, please check the feature comparison between Connect to Outlook and the Outlook Add-in.
How-to install the app
To connect Microsoft Outlook to a DocuWare on-premises system, the additional “DocuWare Connect to Outlook” license is still required. If you have been using the Connect to Outlook desktop app, you can also use the new Outlook add-in without additional licenses.
To ensure a smooth rollout of the Outlook Add-in for on-premises environments please follow these steps carefully:
System preparation: Ensure the DocuWare on-premises system is updated to the latest version of 7.13 and review the system requirements & limitations before beginning the installation.
Follow the detailed installation guide: Access the Outlook Add-In installation guide for on-premises systems and follow step-by-step the instructions that guide you through the configuration and installation process.
Roll-out to the entire organization: After installation, follow the recommended roll-out process to ensure the DocuWare for Outlook Add-in is configured correctly for your organization.