Activating the Microsoft Office add-ins enables you to save documents directly from Word, Excel and Outlook into Document Manager.
Activate the Add-in
Close all Microsoft Office programs.
Press F10 on your keyboard to log in to Document Manager.
Go to Options, General.
Under Microsoft Office Add-Ins, click Activate.
Click OK.
Open a Microsoft Office program, e.g., Microsoft Word, where you will see a new HandiSoft button on the toolbar. You can now copy documents directly into the Document Manager folders and sub-folders.
Copy a sent email using the Add-in
When you activate the Microsoft add-ins, Microsoft Outlook gets an additional button, HandiSoft Send.
Create an email message as you normally would.
Click HandiSoft Send.
If Practice Manager Contact or HandiSoft are not open, the Starting Practice Manager window will open. Enter your User Name and, if required, your Password, then click Start.
Under Document Manager, complete the document detail fields.
To add an event, complete the Client Events fields.
Complete the Attach to Jobflow fields to create a job with the email attached.
Click Save to store the email copy in the specified folder or sub-folder.
Tip: If the Microsoft Outlook add-in is not appearing check that it is not disabled.