Move e-mails and attachments to your document management system without switching away from the Microsoft Outlook user interface
Invoices, delivery notes, customer orders etc. are often exchanged in electronic form as PDF files. cks.OUTLOOK is a useful Add-in which allows you to move e-mails and attachments straight from Microsoft Outlook to cks.DIGITAL 4.0 without having to switch back and forth between applications.
Assign e-mails and attachments to a business partner or SAP document in SAP Business One
E-mails can contain important information that you would like to link with a business partner or SAP document in SAP Business One. This information is archived securely and is available to other employees as long as they have the relevant authorization. In order to simplify the assignment, cks.OUTLOOK uses e-mail addresses to suggest business partners.
Recognize already archived emails in Microsoft Outlook at a glance
cks.OUTLOOK gives you a clear overview. A colour-coded classification of the e-mails tells you which ones have already been archived. You can also see with which business partner or SAP document an email has been linked within SAP Business One. This function is particularly useful for generic e-mail addresses which are shared by several users and it prevents the duplication of work steps.
Archive emails and attachments directly from Microsoft Outlook
In many businesses, Microsoft Outlook is essential for internal and external communications. E-mail is used for enquiries, agreements, exchanging documents and orders. Sometimes this involves data and information that needs to be processed in a different place or archived securely and compliantly. With cks.OUTLOOK, you can simplify and accelerate this stage of the process by avoiding any discontinuity in media.
The simplicity of cks.OUTLOOK
Outlook Client
Choose the location in SAP Business One where you’d like to move your e-mail
There are three different locations to choose from when moving your e-mails and their attachments to the archive:
- move behind a business partner
- move behind a SAP document
- add to the Document Manager
Choose what your e-mail should be linked to
In the next step, choose the relevant business partner or business transaction that you would like to archive your e-mail behind. The possible options are shown to you in Microsoft Outlook.
See in Microsoft Outlook which e-mails have already been archived
As soon as an e-mail and its attachment is moved to the archive with cks.OUTLOOK, the e-mail is flagged automatically. This means that both you can your colleagues (if using a group e-mail address) can see which e-mails have already been processed and archived.
Outlook on the Web
Choose whereabouts in SAP Business One you’d like to move your e-mail
There are three different options when moving your e-mails and their attachments to the archive:
- move behind a business partner
- move behind a SAP document
- add to the Document Manager
Choose what your e-mail should be linked to
In the next step, choose the relevant business partner or business transaction that you would like to archive your e-mail behind. The possible options are shown to you in Microsoft Outlook.
See in Microsoft Outlook which e-mails have already been archived
As soon as an e-mail and is attachment is moved to the archive with cks.OUTLOOK, the e-mail is flagged automatically. This means that both you can your colleagues (if using a group e-mail address) can see which e-mails have already been processed and archived.
On-premise or Cloud
cks.OUTLOOK can be installed in the local Microsoft Outlook email client as well as in the cloud solution 'Outlook on the Web'.
Optimal access to archived documents even on the move
Access archived documents via the internet, view SAP document data and release draft documents in the approval process
- Provide employees access to the digital archive even if they do not use SAP Business One
- Give your tax advisor access to certain document types in SAP Business One
- Use a web browser to release draft documents in the SAP approval procedures
In four steps to Microsoft Add-on cks.OUTLOOK
Address SAP Partner
The implementation is always carried out by your SAP partner. He knows your SAP Business One best
Install and configure
Your SAP partner will install the required add-ons, configure them according to your goals and train you
