(Dansk version)

Overview

DocuNote's add-in for The New Outlook (TNO) allows you to save sent and received e-mails and attachments directly to DocuNote client.

E-mails can be archived, including attachments which can also be saved as individual files. This makes it 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.

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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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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 below
  • If set to “Classic Outlook” please follow the guide here Archiving e-mails to DocuNote - Classic outlook </aside>

Archiving e-mails to DocuNote - Basic

How to attach a DocuNote element to an outgoing e-mail:

1. Select appropriate e-mails

2. Click the DocuNote app-icon in it’s mail body

   • If it’s not visible it can be found nested in the apps section of the mail body

     

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     Tip:

     • Right-click on the icon to pin it to the mail menu bar.

     • More emails can be archived simultaneously - then the “DocuNote App-icon” will be found under “More Apps” in the “mail body window”

       

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3. The Docunote Archive e-mail message to “DocuNote"-app, appears in the right side of the Outlook window

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Please note:

• The first time the Add-in is used, an additional login may be required: Select "Allow" and log in with your user. </aside>

1. From here you can navigate the DocuNote organisation tree, including the nodes “Favourite folders”, “Last archived” and “most recently used”, to find the organisational item you want to save your email in.

   • Alternatively you can search for case by title or number, or company or contact person. The search results will be displayed above the organisation tree.

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   Tip:

   • Clicking the question mark brings you to this site
   • See below table for explanation to the different nodes. </aside>

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• Different nodes

  Location	Description
  Searched cases	If you searched for cases using the appropriate field at the top, this node will list all the cases matching your criteria. You can search cases by title or number.
  Searched contacts	If you searched for contacts using the appropriate field at the top, this node will list all the cases matching your criteria. You can search contacts by company name, address, phone number or e-mail address.
  Favourite folders	Let you browse through your cases marked as "favourite" in DocuNote. If you have no favourite cases, this node will be inaccessible.
  Last archived	Lists the last 20 cases where you have previously saved e-mails from the same person. The most recently used case with such e-mail is marked in red.
  Most recently used	This list shows the 30 most recently used locations.

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1. Click “Save” to continue, giving you the choice whether just to “Save” the email to the selected organisational item, “save and delete” and hereby move the mail to outlook trash bin, or return to the organisational tree by clicking the “x”