Overview

In addition to MS Outlook, the DocuNote Office Add-in is now available in other MS Office applications.

You can now save your documents in DocuNote from the following applications:

• MS Word
• MS Excel
• MS Visio
• MS Project
• MS Power Point

Using MS Office add-in you can also work with documents from your personal or business OneDrive™ folder and save them to DocuNote.

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Please note:

• The documents opened from OneDrive™ and saved to DocuNote are copies separated from the original file and are not synchronized via OneDrive™ anymore.
• Regarding documents opened from Teams see below section about “Saving document….” </aside>

Saving document from MS Office to DocuNote client

After the Office Add-in is installed, open a Microsoft Office program, for example, MS Word. You should notice a new button on the ribbon bar. You can now save your document by clicking the Save in DocuNote button.

The dialog box "Save document to DocuNote" appears, where you can choose the location for your document.

<aside> 💡 Tip:

• The dialog Save document to DocuNote supports sorting of the items in the explorer panel on the right. To sort the items, click on the respective column name. Applied sorting will be saved for the next time when the dialog is opened.

• From DocuNote Version 6.7, it is also possible to use Save in DocuNote, when opening a document directly from Teams (se below picture) for the following applications; Word, Excel and Power Point.

  

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