Question:
Are there any differences between Connect to Outlook and DocuWare for Outlook?
Answer:
Connect to Outlook and DocuWare for Outlook do indeed have differences. Please refer to the following guide on the capabilities of Connect to Outlook and DocuWare for Outlook:
General
Storing
Are there any differences between Connect to Outlook and DocuWare for Outlook?
Answer:
Connect to Outlook and DocuWare for Outlook do indeed have differences. Please refer to the following guide on the capabilities of Connect to Outlook and DocuWare for Outlook:
General
- Installation
Connect to Outlook: Local installation on the client through the DocuWare Desktop Apps.
KBA-36904 · DocuWare Support Portal
DocuWare for Outlook:- The user adds the app to Outlook via the Microsoft Store.
- Office365 Organization - IT admins can roll out the add-in to all employees. KBA-37400 · DocuWare Support Portal
- Operating System
Connect to Outlook: Windows
DocuWare for Outlook: All (excluding mobile)
- Availability
Connect to Outlook: DocuWare Cloud & On-premises.
DocuWare for Outlook: DocuWare Cloud only.
- Licensing
Connect to Outlook: Included with DocuWare Cloud, with an add-on license for on-premises.
DocuWare for Outlook: Included in DocuWare Cloud.
- Storing Process
Connect to Outlook: Based on Configurations.
DocuWare for Outlook: The User directly selects the document tray/file cabinets and storage dialogs in the add-in.
- Permissions
Connect to Outlook:- The user needs a configuration that is assigned to them.
- The user needs the right to store it in the file cabinet.
DocuWare for Outlook: The user needs the right to store it in the file cabinet.
Storing
- Manual Storage
Connect to Outlook: Yes - multiple options.
DocuWare for Outlook: Yes - single email
- Manual Storage (Single email)
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Store to document tray
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Store to file cabinet
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Store email body
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Include attachments.
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Select specific attachments for storing.
Connect to Outlook: No
DocuWare for Outlook: Yes
- Store attachment(s) only
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Store email and attachments as one clipped document
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Store attachments as individual documents independent from email
Connect to Outlook: Yes
DocuWare for Outlook: No
- Store multiple email with a single click
Connect to Outlook: Yes
DocuWare for Outlook: No
- Send and Store
Connect to Outlook: Yes
DocuWare for Outlook: No
- Storage format
Connect to Outlook: MSG, PDF
DocuWare for Outlook: MSG
- Define the order in stored document (email or attachments first)
Connect to Outlook: Yes
DocuWare for Outlook: No
- Exclude files based on type or size.
Connect to Outlook: Yes
DocuWare for Outlook: No
- Define email behavior in Outlook after storage (i.e., delete, archive)
Connect to Outlook: Yes
DocuWare for Outlook: No
- Store from a watched folder.
Connect to Outlook: Yes
DocuWare for Outlook: No
- Show store dialog during storage.
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Pre-filled fields
Connect to Outlook: Yes
DocuWare for Outlook: Yes
- Pre-defined indexing based on configurations.
Connect to Outlook: Yes
DocuWare for Outlook: No
- Using other file cabinets or 3rd party databases as index values
Connect to Outlook: Yes
DocuWare for Outlook: No
- Using Document Processing configurations for reading out index values of e-invoice XMLs/PDFs
Connect to Outlook: Yes
DocuWare for Outlook: No
- Upload and retrieve e-invoice data configurations.
Connect to Outlook: Yes
DocuWare for Outlook: No
- Quick search in the app
Connect to Outlook: Yes
DocuWare for Outlook: No
KBA is applicable for both Cloud and On-premise Organizations