Integration MS Outlook

In order to optimize utilization of Documenta DMS with electronic files, emails and attachments received by the users from different departments Documents exposes Outlook Plug-in feature that allows direct saving of documents from Outlook into Documenta. Users can set the document type and the document is saved automatically into a predefined location for each type of document. Metadata completion directly in Outlook is also available.

• Send to Documenta options: Email and attached files, all attached files or only specified attached files
• Automatic destination folder selection based on document type
• Manual destination folder selection
• Send emails and attachments on workflows directly from Outlook
• Define a path for emails to be stored when no folder is selected
• Send any document from email directly in Documenta
• Integrated Documenta menu bar in Outlook
• Emails are marked in the result list with a specific icon
• Create email notifications and assign to individual users
• Set document category in Outlook
• Edit and save metadata’s values directly in Outlook
• Document preview available while completing metadata’s values
• Copy and paste metadata’s values from document preview
• Create new document categories and assign metadata’s directly in Outlook, for optimize time for configurations for new type of documents received
• Add new master attributes / metadata’s into library
• Add new entries into frequently used List Of Values like Partners list, Contacts and so on
• View document or PDF preview
• Apply same document category or the same document location for one or all attachments
• Registration of documents directly from Outlook