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The DMS Outlook Plugin integrates Microsoft Outlook with your Document Management System (DMS), showing whether an e-mail is already stored in DMS and providing one-click access to the relevant case. Unlike the legacy VSTO add-in, the new plugin runs on Windows, macOS, Outlook on the Web, and Outlook Mobile.
2 · Core Functionality
Capability | Details |
|---|---|
Email Status Visualisation | Shows the DMS save state of the currently selected message in a responsive task-pane panel. |
Configuration UI | Built-in settings page for DMS hostname and optional Patricia Browser address; settings roam with the user’s mailbox. |
Cross-Platform | Works on Outlook for Windows (2016 or later), Outlook for Mac and, Outlook on the Web (OWA). |
Enhanced Links | Direct “Open in Patricia Browser” link when a Patricia Browser URL is configured. |
Resilient Networking | HTTPS fetch with configurable time-out and retry logic; informative error messages. |
3 · User Experience
- Open & Pin the Pane – Click the plugin icon in the ribbon (desktop) or the ⋯ menu (web). In Outlook for Windows you can press Pin to keep it docked; Outlook on the Web requires opening each time.
- Status Indicators – A coloured badge and textual state tell you whether the e-mail is stored in DMS, missing, or in error.
- Settings Gear – Top-right gear icon opens the configuration page. Changes are saved instantly to Office roaming settings.
- Patricia Browser Linking – If Patricia Browser is configured, the panel displays a View Case link that opens the case in a new browser tab.
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Administrators: bulk pre-population via registry is not supported; each user completes these steps once.
5 · Deployment
Method | Who uses it | Steps |
Microsoft 365 Admin Center | Org-wide or selected groups | Upload the manifest XML → assign users → finish; appears automatically within ~12 hours. |
Individual Sideload | Separate Users | Outlook → Manage Add-ins → Upload My Add-in → select manifest. |
MSI/GPO deployment is not available.
Installer: manifest.xml
6 · System Requirements
- Outlook 2016 or later
- Outlook for Mac 16.42 or later
- The new Outlook on the Web
- DMS server accessible via HTTPS
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