DocuWare for Outlook - general

DocuWare for Outlook is the add-in to import email from Microsoft Outlook.

You may store emails and their attachments from various devices directly into DocuWare, select a DocuWare document tray or a file cabinet and index the documents without leaving the Microsoft Outlook environment.

In short, DocuWare for Outlook provides you with the basic functionality of DocuWare Connect to Outlook.

• Compare the features of DocuWare Connect to Outlook and the add-in DocuWare for Outlook.

DocuWare to Outlook is available in the Outlook Add-in Library, which can be found:

• in the web browser version of Microsoft Outlook

• in the local desktop application (both for Windows and MacOS).

• in the latest version of Outlook mobile, available on Android and iOS (with limited functionality - see the next chapter below).

On the DocuWare side, you need a user account for a DocuWare Cloud system.

Creating a store configuration is not required.

System requirements & limitations

Microsoft Outlook is used on a wide range of devices. Depending on the operating system and Outlook version you are using, specific limitations may affect the availability of a few features in DocuWare for Outlook.

The following prerequisites generally apply:

• Third-party cookies: In order for the add-in to be used, cross-site cookies and third-party cookies must be enabled due to Microsoft and Outlook requirements. In Microsoft Edge and Google Chrome, third-party cookies are enabled by default. In Safari, however, cookies from other websites are disabled by default; users need to enable them to be able to use the DocuWare add-in.

• No SSO login with multiple accounts: User login may fail if SSO is used as an authentication method and the user has multiple Microsoft accounts registered in their browser. In this case, the DocuWare add-in for Microsoft Outlook cannot display the list of available accounts to complete the login process. Only a grey blank page is displayed.

  There are two workarounds to perform the login if users have multiple Microsoft accounts:

  • Users use the usual login with username and password, or

  • Users remove all additional Microsoft accounts from the browser, leaving only the desired one available. After that, the SSO log in can be completed.

The DocuWare for Outlook add-in is generally supported in all versions of Microsoft Outlook on Windows devices, but is only available for the Outlook version of the web browser on MacOS devices.

To check if your operating system is supported and if your app version provides all features, refer to the list below:

1. Find your operating system.

2. Select the text block with your preferred Outlook version.

Windows

MacOS

DocuWare for Outlook Add-in is available for the new Outlook desktop app.

DocuWare for Outlook Add-in for classic Outlook desktop app - not available

Android

iOS