(Dansk version)

Overview

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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 MS Office integration - “The new Outlook”-add-in - User for “how to” guides.

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

  

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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.

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Please note:

• Date and time for the saved e-mails, are defined in DocuNote settings. Read more here Import - General settings </aside>

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Save in DocuNote - Add-In

Archiving e-mails to DocuNote

Here is how to save e-mails to DocuNote:

1. Select appropriate e-mails (you can select just as many e-mails as you want, both received and sent).

2. Click the Save in DocuNote button in Outlook.

3. The dialog box "Archive e-mail message to DocuNote" appears, where you can choose the location for selected e-mails to be archived.

   <aside> 💡 Tip:

   • A logic ensures that the e-mail folder, or the first if more exists, automatically will be selected when unfolding a case.
     • Exception is when navigating in favourite folder, where other logic exists. </aside>

4. Optionally, you may create a new organizational item when browsing for location by clicking New archive cabinet/ New case / New document folder/ New media folder, respectively on the toolbar.