/
Installing DocuFlow Office 365 Add-ins.

Installing DocuFlow Office 365 Add-ins.

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.

 

Related content

Activate DocuFlow tab in Outlook, Word and Excel
Activate DocuFlow tab in Outlook, Word and Excel
More like this
Installatie DocuFlow Office 365 Add-ins
Installatie DocuFlow Office 365 Add-ins
More like this
DocuFlow updates (have them installed)
DocuFlow updates (have them installed)
More like this
Step 1: Install DocuFlow app for Salesforce
Step 1: Install DocuFlow app for Salesforce
More like this
Step 1: Install DocuFlow app for Salesforce
Step 1: Install DocuFlow app for Salesforce
More like this