DocuWare can be added to Microsoft Outlook in two ways:
Roll out for the entire organization: A Microsoft organization administrator deploys the add-in through Microsoft Admin Center, either to all employees or to specific users within the organization. This method is recommended to keep the deployment process as simple as possible and is supported for both DocuWare Cloud and on-premises systems.
User install the add-in manually: In DocuWare Cloud only it is also possible for the users to install the add-in for their own account. In this case, the administrator must approve the app after the user has installed it.
1. Roll out for the entire organization
To deploy DocuWare for Outlook in the organization, the add-in is loaded to the users' accounts via the Microsoft Admin Center.
As a Microsoft organization administrator, sign in to the Microsoft portal with your administrator account.
From the menu, navigate to the area Settings > Integrated apps and click on Retrieve apps. In some Office versions, the button is named Get apps.
In the next window, click on + Deploy Add-in and Choose from the Store to access the list of applications in the Microsoft Store.
Search for the app “DocuWare for Outlook” and click on the Add button.
Define which users will have access to DocuWare for Outlook and select Deployment Method > Fixed (Default).
Review the Privacy Policy and Terms of Use, and confirm with Save.
A message will inform you, when the deployment process is complete.
With Next the add-in is available to your organization.
It can take up to 12 hours for DocuWare for Outlook to appear on the user's ribbon. Users may need to refresh their Microsoft Outlook.
2. Manual installation by the users
Users can see DocuWare for Outlook in the Microsoft App Store and add it to their Microsoft Outlook. But they will only be able to use it after the organization administrator has approved the app.
Note: To keep the deployment process as simple as possible, it is recommended that the organization administrator rolls out the app for all employees (see above).
If you want to install DocuWare for Outlook as a user, these steps are required:
Open Microsoft Outlook.
Switch to the Home tab.
Click on Get add-ins or Store (depending on your Outlook version) to open the Microsoft Store.
Search for "DocuWare for Outlook"
In the search results, switch to “DocuWare for Outlook” and click Add.
Once DocuWare for Outlook is installed, the app will be displayed in the add-in section of the Outlook toolbar.
If the approval of the organization administrator is still pending or has not been granted, the error message Access denied will be displayed. In this case, you should contact your administrator to request approval.Approval of the app by the organization administrator after a user has installed it.
To approve the use of DocuWare for Outlook for one or more employees, the administrator logs into the Microsoft Admin Center as a Microsoft global administrator using the organization's business account.
Go to Applications > Enterprise applications and select DocuWare for Outlook.
Select Permissions and Grant admin consent for your organization.
Now login again into Microsoft Admin Center. This time use the organization admin account.
Review the requested permissions and accept the usage of the add-in. After that, users will be able to log in and use DocuWare for Outlook.
At this point, the admin can check the permissions to which he consented in the Application area (step 2).
In the App Overview area, the admin assigns the app to specific users or groups in his organization by clicking on the Assign users and groups option on the left-hand side menu.
Additional information on deploying the DocuWare for Outlook add-in
To ensure a smooth rollout of the DocuWare for Outlook add-in, please refer to the latest instructions from Microsoft. The settings in the Office 365 Admin Center and Exchange Admin Center can be very detailed and may change over time. Here are some helpful links for organization administrators to follow the latest instructions: