(Dansk version)

Overview

In Microsoft Office Outlook, a meeting is an appointment to which you invite people or for which you reserve resources. By uploading these templates to DocuNote, you can use them later to merge some useful data, like the references to document title, document number or other metadata.

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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 “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.

  

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Creating templates in Outlook

To create a meeting request template in Outlook (applies to Microsoft Outlook 365 Classic):

1. In the Ribbonbar point to New elements, and then click “Meeting”. Keyboard shortcut: To create a new meeting request, click CTRL+SHIFT+Q.
2. In the message body, enter the content you want.
3. In the message window, click the Microsoft Office Button ,
4. Click Save As*.*
5. In the Save As dialog box, in the Save as type list, click Outlook Message Format - .msg-file format or iCalendar format - ics-file format.
6. In the File name box, type a name for your template, and then click Save.

Uploading templates to DocuNote

To upload request meeting templates to DocuNote, follow the next steps:

1. Click the DocuNote tab, and then click Templates*.*