Views:
Question:
How do I install the DocuWare for Outlook add-in for the web and online version of Outlook?

Answer:
To install the DocuWare for Outlook add-in, please refer to the following guide;
  1. From the sidebar on the left in Outlook, click on the Icon for "More apps" --> "Add apps."


    Search on the term DocuWare or DocuWare for Outlook to add the app. 

     
  2.  Once installed, open an email, click on the  icon, and select "DocuWare for Outlook" to launch the app.


     
  3. Initially, the application will prompt you to connect your DocuWare account. Press the pencil icon and enter your DocuWare URL, press Continue, then connect to your system using your DocuWare credentials.
    Once authenticated, you'll be able to choose whether to store in the Document Tray or the File Cabinet.



    4. Once your options have been configured, press "Import" then you'll be brought to the Store dialog to enter your index data.

KBA is applicable for Cloud Organizations ONLY.

This article is valid for DocuWare versions: 7.9 7.10 | Connect to Outlook

Related Articles (1)

How to configure Connect to Outlook with a Watch Folder
Comments (2)
  • Thomas Stephens
    Thu, 25 Jan 2024 00:00:54 GMT
    I get this error message when trying to use this App. "Contact your administrator to get access to DocuWare for Outlook."

    Is this a feature that needs to be turned on in the Docuware Cloud, or a Feature in Microsoft 365 that needs changed?

    Thanks!
  • Ryan Ciszkowski
    Thu, 25 Jan 2024 00:09:28 GMT
    Hi Thomas, 

    Thank you for your feedback. 
    This would be all done from the Microsoft Admin Center. 
    The following link outlines two methods of adding the DocuWare for Outlook add-in and what needs to be done from the Microsoft Admin Center.
    Knowledge Center (docuware.com)

    In case you are still experiencing issues, please have a Support Request created and we'll be able to assist you further.