(Dansk version)

Overview

DocuNote Outlook add-in makes it possible to attach documents or the references to the documents to an outgoing e-mail message or appointment. You will no longer have to open DocuNote client while working in Outlook.

<aside> ⚠️

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.

  

</aside>

<aside> ⚠️

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 this guide: Attaching DocuNote items to e-mails . </aside>

It is possible to attach documents from all your Favourites.

You can expand the folders and cases nested under your favourites inside Outlook add-in to easily find the items you need.

<aside> ⚠️ Please note:

• When attaching a document to your email, Outlook add-in will provide you with the latest version (draft or published) you have permission to access.
• Learn more about (UK)Organizational roles and assigning a permission to View Draft. </aside>

Attaching DocuNote items

To attach a document to an outgoing e-mail message:

1. In the New Mail Window, Click the DocuNote icon

   • It might be located in the apps window marked with a green box in below picture

   

   <aside> 💡

   Tip:

   • Rightclick the icon in the apps window to pin it to the “New mail” menu ribbon </aside>

2. This opens “The New Outlook” DocuNote-App with the following options

   • Send and save - Sends the document, and let you navigate DocuNote for a location to save the mail in (see next section).
   • Attach document - Gives you the possibility to attach a document from DocuNote before sending (See further below).
   • “?” - Will open this site in the manual
   • “x” - Will close the app without sending.

Send and save

1. From here you must chose a location, to make the Send and Save button active. You can take advantage of the same possibilities as when you archive email.

   • Navigate or search - to decide archive location before sending.
   • “…” - To go to the “Create new organisational item/edit properties”
   • “>>” - to go to Advanced archiving
   • “<<” - Go back
   • “x” - Close window without sending

   (See The New Outlook add-in - Archiving e-mails to DocuNote to familiarise you further with the above functions)

2. When location has been chosen, and all other changes has been done, click “Send and Save”.