Docusoft announces a new integration to enable the seamless use of Docusoft’s document management system without leaving your Outlook email client.
Now, directly from your Outlook desktop email client, you can search and preview documents stored in your document management system. You can forward documents to colleagues and track them in your DMS. You can file emails from Outlook or securely send a document to a client.
The new integration for Outlook delivers all the key powerful document and information management features included with Docusoft’s software. A new tab in Outlook delivers the functional buttons that will be familiar to Docusoft users; enabling document workflow, file versioning, repurposing documents, refiling, searching, encrypted document delivery and more.
Searching documents is a breeze with Docusoft’s OCR search features – it’s just like any other free text search!
When working with email, the ‘Client details’ button provides direct access to the Docusoft ‘Client Card’. The Client Card aggregates customer and contact information from across Docusoft and any other integrated business systems. Simply select an email and click on the Client Details button. If the company and contact is known to Docusoft already, the ‘Client Card’ for the company will be shown. If the email address is not registered already in Docusoft, you can assign the email address to the correct client.
Docusoft MD, Mr Shekhar Chauhan commented, “This brand-new integration will save our customers a huge amount of time! Now, a Docusoft user can receive an email from a client requesting that some documents are sent to them. Now using Outlook, a Docusoft user can search, find and preview documents stored in the DMS, and then reply to the request and send over documents – and all this without leaving their Outlook email client! The amount of time saved is huge and we believe this will become a much more convenient way to work.”
The new Docusoft integration for Outlook will be available to existing customers as an update on 31 January 2018.
If you are interested in seeing how easy it is to find your documents in Outlook, then contact us about the Docusoft integration for Outlook. Visit www.docusoft.net to book your personal demo or alternatively call 0800 061 2515.
Docusoft is a leading software vendor that develops outstanding software solutions that help companies manage and store their electronic documents and information. Docusoft has a varied customer base with a solid foundation of long standing customers predominantly in the financial services sector.
Docusoft has been successful in implementing software solutions that deliver efficiency and productivity to a wide range of clients since 2003. The Docusoft suite of solutions are effective where there is a requirement for structured indexing, where document and process compliance is necessary, and where there is a significant dependence on document handling, processing and workflow. The Docusoft DMS is a comprehensive solution for managing all documents in a single environment. It includes all the key functions to capture and retrieve any document in any format, store documents securely, provide user access controls, search using both structured and unstructured (OCR) techniques and deliver documents to users using an integrated workflow.