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Outlook integration

Connect Microsoft Outlook to enhance office productivity. Safely store incoming and outgoing emails while automatically initiating new workflow tasks and access important search views directly within Outlook for streamlined productivity on one screen.

Add archiving features to Outlook

DocuWare Connect to Outlook
DocuWare integrates seamlessly into Outlook. You can store or search for email in the DocuWare ribbon or via context menus.

You don’t have to leave your email client to store email messages and search the file cabinet — you can do this right inside Outlook.

  • Store messages with a mouse click or have email archived automatically
  • Emails you want to keep in Outlook can be marked as filed
  • Be selective. Duplicates and meaningless standard messages will be automatically discarded if required
  • DocuWare enriches email messages with all necessary index data so messages can be easily found and used to start digital workflow
  • Personal and company names can be added when indexing from external sources such as address books or CRM
  • Start a search in DocuWare directly from Outlook — results are displayed right in the email client

Integrate email into business processes

Do more with your email messages from Microsoft Outlook by integrating them into your business processes. Here are two examples:

  1. When an invoice arrives via email in Outlook, DocuWare stores it and promptly initiates the release workflow, ensuring you can comfortably pay within the discount period.
  2. Even if the responsible employee is unavailable, colleagues can quickly respond to a customer inquiry because they have access to all the correspondence with the customer in the file cabinet.

You can manage archived emails from Microsoft Outlook alongside other document types, improving the organisation of related content like project documentation, customer correspondence or transactional data.

Centralised documents

Email can be retrieved from the file cabinet together with other business-relevant documents.

Support compliance

Treat email as business-relevant documents with regard to legal requirements.

integration

Seamlessly integrated

All DocuWare functions can be accessed directly in Outlook.

Optimum availability

Once archived, email messages are available to colleagues with sufficient authorisation.

How to start with Outlook Integration in DocuWare

Cloud

Connect to Outlook with client and configuration module is part of every DocuWare Cloud license. And with the DocuWare Outlook Add-In, you can connect Microsoft Outlook web versions to DocuWare.

On-premises

If you're using DocuWare as an on-premises system, Connect to Outlook is available as an add-on module

Start with a personalised demo