Question 1

How do I install the InDoc EDGE Outlook Add-in?

Accepted Answer

To use the add-in, your organization must use InDoc EDGE and must have decided to use the Outlook add-in. Each user must also have the appropriate access to InDoc EDGE. You can install the add-in from Microsoft Marketplace, accessible through Outlook or via the link on this page. Depending on your organization’s settings and policies, you may be able to install it yourself, or your system administrator may need to enable it for you. The InDoc EDGE Outlook Add-in can be used in Outlook for Windows and macOS, as well as in Outlook on the web, making it available in both desktop and web environments. After installation, you will find the add-in in the Outlook toolbar. You can pin it so that it appears automatically whenever you open a received email or compose a new message. You can also unpin it at any time if needed.

Question 2

How do I save a received email to InDoc EDGE?

Accepted Answer

First, select the received email in Outlook and open the InDoc EDGE add-in. If you have previously pinned the add-in, it will appear automatically when you select the message. Choose whether you want to save the email message, its attachments, or both to InDoc EDGE. Then select a destination folder in InDoc EDGE to which you have permission to add content and complete the action by clicking the  Save email button. The saved content will be immediately available in the selected folder. This functionality is intended for quickly saving received content directly to InDoc EDGE without first saving files to your computer. With this method of saving, you do not specify the document type or classification code, nor do you enter other metadata.

Question 3

How do I add a document from InDoc EDGE as an attachment to a new email?

Accepted Answer

When composing a new email, open the InDoc EDGE add-in. If you have previously pinned the add-in, it will appear automatically when you compose a new message. Find the document you want in the add-in. You can browse all documents, your recent documents and bookmarks, or use the search function. You will only see documents for which you also have the appropriate access rights in InDoc EDGE. Select the document you want to attach; you can select more than one. Once you have finished selecting the documents, click the Attach button. The selected documents will be added directly to the email as attachments. This means you do not need to download documents from InDoc EDGE first and then manually attach them in Outlook. Limits apply to the size and the number of attachments though. If the selected documents exceed the permitted limits, the Attach button will not be available.

Question 4

Can I send a link to content in InDoc EDGE instead of an attachment?

Accepted Answer

Yes. You can insert a link to a document, case, or folder in InDoc EDGE directly into a new email. The recipient must have the appropriate access rights to the content in InDoc EDGE, so this option is best suited for collaboration between users who already use InDoc EDGE and have access to the same content. When composing a new message, open the InDoc EDGE add-in and find the content you want to link to. You can browse all content, your recent documents and bookmarks, or use search. You will only see content you have permission to access in InDoc EDGE. Select one or more items and click Share link . Links to the selected content will be added directly to the message. A limit applies to the number of links you can add. If the selected items exceed this limit, the Share link button will not be available.

Question 5

How do I securely share a document with an external recipient from Outlook?

Accepted Answer

If your organization uses the "Document sharing" process in InDoc EDGE, you can launch it directly from the InDoc EDGE add-in. This gives you greater control over document access and lets you limit how long access remains valid. When composing a new message, open the InDoc EDGE add-in and find the document you want to share. You can browse all documents, your recent documents and bookmarks, or use search. You will only see documents you can access in InDoc EDGE. Select the document and click Secure share . InDoc EDGE will open in your browser with a draft of the "Document sharing" process and the selected documents already added. Complete the missing information, add recipients, set their permissions and the access expiry date. Once confirmed, recipients will receive a link to the task containing the shared documents.

Outlook
Add-in

A perfect combination for successful work

Less switching

Easy to use

Secure access

Save time

Simplify work

Maintain control

Feature overview

Secure access

Fast search

Document sharing

Link sharing

Collaboration

Unified storage

FAQ