Microsoft Office Document Management Integration

Whether your team spends most of their workday in Word, Excel, PowerPoint, or Outlook, you can quickly and easily utilize  document management without disrupting productivity. 

The great news is that Microsoft Office Document Management Integration comes standard with all versions of DocuXplorer. So if you have DocuXplorer installed, you already have the Microsoft Integration installed as well.

If you’re not not sure how to access the Microsoft Office Integration, check out the instructions below:

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How to save a Microsoft Word, Excel, PowerPoint, or Outlook file directly into DocuXplorer

1. Click the DocuXplorer tab on the Quick Access Toolbar in a Microsoft Office program. Don’t see DocuXplorer in your Toolbar? 
2. Select the action “Save in DX”
3. Navigate to the chosen folder in the DX Library and click Ok.
4. Tag the document with metadata by filling in the appropriate Index Set Fields, or use a Smart Capture template if this is a recurring document type, and click Save & Close.

You can access this record in DocuXplorer by navigating through the Library Tree, performing a search, or within the Microsoft program of your choice.

Key benefits of Microsoft Office document management:

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Our Microsoft Office Document Management integration features a number of improvements that will allow you to spend more time doing the work that matters and less time switching between programs.

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Save to DX without leaving Microsoft programs.

The DX toolbar in MS Office programs allows users to save documents and emails directly to DocuXplorer. You can even mandate saving files directly to DocuXplorer, ensuring all documents are housed within the document management system securely with an audit trail.

Edit Microsoft files within DocuXplorer.

Make edits to Microsoft Word, Excel and PowerPoint files from within the DocuXplorer preview window. No need to toggle between programs, or even have Microsoft installed on your computer! 

Instant access. 

You can save searches for routinely opened documents directly to your desktop for instant access to files that require immediate attention.

Save emails and attachments.

Save emails with or without attachments and attach previously stored documents to new emails within Outlook.

Convert Microsoft Office documents to searchable PDFs.

Using DocuXplorer’s built-in print driver, Microsoft Office files can be converted into PDFs preventing unauthorized changes or edits.

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Track all changes on every file.

Maintain a complete audit trail, with full version control of each stored document.

Access anywhere.

Remotely access all documents with the DX Web Client or DX Cloud.

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