Comparing DocuWare for Outlook and Connect to Outlook

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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

Licensing 

  • Included in DocuWare Cloud

  • A DocuWare Connect to Outlook license is required to access and use the add-in for on-premises

Client

  • Outlook Classic Desktop

  • Outlook Classic 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 Outlook Email configurations

  • Manual selection of storage location,

  • Based on Outlook Email configurations

See here for possible limitations

Permissions

  • The user needs a configuration that is assigned to him or her.

  • The 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

Outlook Email Configurations

Manual & with Outlook Email Configurations

  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. One-click indexing is available directly from the DocuWare viewer

🚫

✅

C. Indexing

Show store dialog during storage 

✅

✅

Pre-filled fields 

✅

✅

Pre-defined indexing based on configurations 

✅

✅

See here for possible limitations

D. Extras

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

✅

✅

See here for possible limitations

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

✅

✅

Upload and retrieve e-invoice data configurations 

✅

✅

Store from a watched folder 

✅

Supported through the General email configuration (Connect to Mail)

Quick search in the app

✅

🚫

Synchronization of the document tray or the file cabinet visibility settings from the Web Client

🚫

✅

Customization of the document tray or the file cabinet visibility and sorting order

🚫

✅

In-App notifications

🚫

✅

In-App feedback

🚫

✅

Available only in DocuWare Cloud

Document storage progress

🚫

✅

Store emails/attachments directly from mobile devices

🚫

✅

See here for possible limitations

Supported versions: DocuWare Cloud + 7.15 + 7.14 + 7.13

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