(Dansk version)

Overview

DocuNote Outlook add-in makes it possible to attach documents or the references to the documents to an outgoing e-mail message or appointment. You will no longer have to open DocuNote client while working in Outlook.

<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 - Attaching DocuNote items to e-mails
  • If set to “Classic Outlook” continue below. </aside>

You can expand the folders and cases nested under your favourites inside Outlook add-in to easily find the items you need.

<aside> ⚠️ Please note:

• When attaching a document to your email, Outlook add-in will provide you with the latest version (draft or published) you have permission to access.
• Learn more about Organizational roles and assigning a permission to View Draft. </aside>

Attaching DocuNote items

To attach a document to an outgoing e-mail message:

1. On the Message tab, in the DocuNote group, click Attach DocuNote item.
2. You can browse all of the DocuNote content in the open window and after selecting the the necessary document, choose in which format you want to attach it.
3. Click Attach to enclose the document to the e-mail. Alternatively, you can enclose the document in PDF, DNO or URL formats by clicking respectively named buttons on the ribbon bar.

<aside> 💡 Tips:

• You can select multiple documents and their attachments at once by using CTRL or SHIFT keys.
• You can view information about date and time when a document was last edited. This will make it easier to distinguish documents with the same or similar names.
• You can also attach a DocuNote item to your e-mail by simply dragging it from the DocuNote window into your message body </aside>

<aside> ⚠️ Please note:

• The following document formats are supported for conversion to PDF: .doc; .docx; .xls; .xlsx; .ppt; .pptx. </aside>

Attaching URL to DocuNote items