Installing DocuFlow Office 365 Add-ins.

Owned by Jack Kuijper
Last updated: 20 Sept 2022
3 min read

Office 365 Add-ins are available for DocuFlow that can be centrally deployed by the Office 365 administrator(s) for all users of DocuFlow. These Add-ins make it possible to process documents or e-mails with DocuFlow without DocuFlow having to be installed as an application on your PC.

Step by Step

There are two Office 365 Add-ins (apps) available, one for Word, Excel and PowerPoint and one for Outlook. Installation is as follows:

  1. Go to the Microsoft 365 management center (https://admin.microsoft.com/Adminportal)

  2. Choose Settings > Integrated Apps:

     

  3. Choose Upload Custom Apps:

     

  4. Choose Specify link to manifest file:

     

  5. Enter the link to the appropriate manifest file and click Validate:

  6. After Validating, click Next:

     

  7. Select one or more users or groups where the App should be visible and click Next:

     

  8. Confirm the authorization requests with Next:

  9. Click Finish Implementation to complete the installation:

     

  10. If the installation went well, the screen below will appear. Confirm with Done:

    The installation process is the same for both Office 365 Add-ins, only the link to the manifest file is different.

  11. If all went well, a new button appears on the Start tab in Outlook or in Word/Excel/PowerPoint: DocuFlow:

 

Please note!
Keep in mind that it may take several hours (or sometimes days) for Microsoft to roll out the Office 365 Add-ins to all selected users.

 

If for some reason the add-in does not become visible, it may be useful to manually Refresh it.

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