Outlook Integration
Integrate Microsoft Outlook into your office productivity. Securely archive incoming and outgoing email while automatically triggering new workflow tasks. Key search views are embedded directly in the Outlook for single-screen productivity.
You don’t have to leave your email client to store email messages and search the file cabinet. The functions are available directly in Outlook:
- Store messages with a mouse click
- Or have email archived automatically
- Email that 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
Do more with your email messages from Microsoft Outlook by integrating them into your business processes. Two quick examples:
An invoice received by email in Outlook is stored in DocuWare and immediately triggers the release workflow so you can pay comfortably within the discount period
Colleagues can respond quickly to a customer inquiry, even if the responsible employee is unavailable, as they have an overview of all correspondence with the customer in the file cabinet
Archived email from Microsoft Outlook can be managed together with other document types. This improves the organization of related content, such as project documentation, customer correspondence or transactional data.
Centralized documents
Support compliance
Seamlessly integrated
Optimum availability