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:
You can access this record in DocuXplorer by navigating through the Library Tree, performing a search, or within the Microsoft program of your choice.
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.
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.
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!
You can save searches for routinely opened documents directly to your desktop for instant access to files that require immediate attention.
Save emails with or without attachments and attach previously stored documents to new emails within Outlook.
Using DocuXplorer’s built-in print driver, Microsoft Office files can be converted into PDFs preventing unauthorized changes or edits.
Maintain a complete audit trail, with full version control of each stored document.
Remotely access all documents with the DX Web Client or DX Cloud.