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Complemento do Microsoft Outlook


Complemento do Microsoft Outlook

In today's fast-paced business environment, managing emails and documents efficiently is more crucial than ever. 
Microsoft Outlook is a cornerstone of professional communication, and when combined with LogicalDOC's robust document management system, it becomes a powerhouse of productivity. Enter the Microsoft Outlook Add-in for LogicalDOC—a seamless integration designed to streamline workflows, enhance collaboration, and simplify document organization.

This feature allows users to effortlessly save email content, attachments, and metadata directly into LogicalDOC without leaving their Outlook interface. 
By bridging the gap between email and document management, the add-in ensures that critical information is securely stored, easily searchable, and readily accessible to the entire team. Whether you're managing client communications, contracts, or project documentation, the LogicalDOC Microsoft Outlook Add-in is your gateway to a more organized and efficient work environment.

In this article, we’ll explore how the add-in works, its key benefits, and how it can transform the way you handle emails and documents. 
Get ready to supercharge your productivity with this essential tool!

  • LogicalDOC Outlook Add-in Ribbon Integration

    LogicalDOC Outlook Add-in Ribbon Integration

    The LogicalDOC Outlook Add-in integrates directly into the Microsoft Outlook ribbon, allowing users to archive emails and attachments without leaving their inbox.
  • LogicalDOC Outlook Add-in Configuration Settings

    LogicalDOC Outlook Add-in Configuration Settings

    Administrators can easily configure the LogicalDOC Outlook Add-in by defining server connection details, default filing folders, and automatic email naming rules.
  • Save Emails and Attachments to LogicalDOC from Outlook

    Save Emails and Attachments to LogicalDOC from Outlook

    Users can save entire emails, attachments only, or both directly from Outlook into LogicalDOC, ensuring secure and structured email archiving.
  • Select LogicalDOC Destination Folder from Outlook

    Select LogicalDOC Destination Folder from Outlook

    The Outlook Add-in lets users browse the LogicalDOC repository and select the correct destination folder, ensuring emails are stored according to company policies.
  • Save Emails to LogicalDOC Using Outlook Context Menu

    Save Emails to LogicalDOC Using Outlook Context Menu

    With a simple right-click in Outlook, users can instantly save emails to LogicalDOC, improving productivity and reducing manual document handling.
  • Attach Documents from LogicalDOC to Outlook Email

    Attach Documents from LogicalDOC to Outlook Email

    Users can search the LogicalDOC repository and attach managed documents directly to outgoing Outlook emails, ensuring version control and document consistency.

Benefits of this Feature

benifits
  • Streamline the transition of information between Outlook and LogicalDOC, saving time and effort.
  • Centralize email-related documents, making them accessible to your team in LogicalDOC.
  • Leverage LogicalDOC’s secure environment to safeguard email content and attachments.
  • Archive communication in compliance with industry standards and legal requirements.
  • Use LogicalDOC’s powerful search to find emails and attachments you’ve saved to the archive
  • Add documents to routing workflows for approval
  • Manage alerts to flag documents for future review by co-workers, including contract renewals
  • Leverage Outlook filters and LogicalDOC webfolder to capture selected messages

Key Features

feature
  • Save entire emails, including attachments, directly into LogicalDOC
  • Maintain metadata such as subject lines, timestamps, and sender/recipient information for precise document tracking.
  • Store critical information from Outlook into LogicalDOC without switching applications.
  • Reduce time spent manually downloading, organizing, and uploading email content.
  • Automatically index archived emails and attachments in LogicalDOC for quick and accurate retrieval.
  • Use LogicalDOC's advanced search capabilities to locate saved emails or attachments in seconds.
  • Specify storage locations within LogicalDOC for different types of emails or attachments.
  • Ensure emails and attachments are stored in a secure, centralized repository.
  • Meet compliance and governance requirements by maintaining proper documentation records.
  • Access LogicalDOC files directly from Outlook and attach them to new emails without leaving the application.
  • Keep your email and document workflows interconnected and up-to-date.

Additional Resources

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