Docusoft has been successful in implementing software solutions that deliver efficiency and productivity to a wide range of clients since 2003.

1. Outlook users get their own integrated document
management system with Docusoft
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.

2. 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.
About Docusoft:
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.
Contact Us:
Website: https://www.docusoft.net
Email Id: info@docusoft.net
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