(Dansk version)

Overview

<aside> ⚠️

Please note:

• From DocuNote version 6.9, “The New Outlook”-add-in is supported for the most used features

  • See “The New Outlook” add-in - Progress for a detailed list and progress plan.
  • For system requirements (and “pr. user” install of Add-in) see “The New Outlook” add-in - Technical setup
  • See “The New Outlook” - add-in for “how to” guides.

• Some DocuNote functions do not work with "The New Outlook". In these cases, the pop-up below will be shown.

  

</aside>

<aside> ⚠️

Please note:

• If You’re using “The New Outlook” in your organisation (and setting (778) is set to “The New Outlook”, please follow the guide here The New Outlook add-in - Archiving e-mails to DocuNote
  • If set to “Classic Outlook” continue below. </aside>

DocuNote's add-in for Outlook allows you to save sent and received e-mails and attachments directly to DocuNote client. E-mails can be archived in their original 'MSG' format, including attachments which can also be saved as individual files. This makes easy to archive your e-mails (and attachments) together with other related documents to one case, and then work with their properties just as regular documents.

It is now also possible to archive a read receipt (message delivery confirmation) and meeting request (.ics file). The last one can be useful if you have written an agenda in the meeting request.

Email information

button that can be accessed on DocuNote add-in from inbox as well as Message ribbon, displays a window with appropriate details for a saved item.

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The form displays:

• The name of the Case
• Date the item was archived.
• Full name of the user who archived it.
• Case number.