Overview

You can easily create an Outlook task from the document or the case inside DocuNote. This way, you can merge some useful data into the task, like the references to document title, document number or other metadata. Along the with task, the DNO shortcut will be generated allowing user to locate the document or the case the task is based on.

Creating templates in Outlook

To create a task template in Outlook (applies to Microsoft Outlook 2007):

1. On the File menu, point to New, and then click Task. Keyboard shortcut: To create a new task, click CTRL+SHIFT+K.
2. In the message body, enter the content you want.
3. In the message window, click the Microsoft Office button , and then click Save As*.*
4. In the Save As dialog box, in the Save as type list, click Outlook Message Format -.msg-file format.
5. In the File name box, type a name for your template, and then click Save.

Uploading templates to DocuNote

To upload task templates to DocuNote, follow the next steps:

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