Enadoc 365 – Document Scanner for Outlook- Starting Guide

| How to get started with Enadoc 365 Add-in

1. Log in to your Office 365 account or Outlook.com account.
2. Download and install Enadoc 365 add-in from the Office Store.
3. Follow the configuration process. And accept the Terms & Conditions and the Privacy Policy.
4. You will get three options to attach documents to your email:
   
   • Browse documents from your local machine and attach them to your email with smart tags.
   • Install the Enadoc 365 Scanner Connect and use your local scanner to scan and attach documents.
     or
   • Use your phone to capture and attach documents using the Enadoc 365 mobile app.
     
5. To use your phone for capturing and attaching documents to emails, download and install the Enadoc 365 from the App Store/Play Store.
6. When your mobile app is opened, it will be indicated by the green color icon beside the mobile icon in the add-in with the status Ready for Capture.
7. Once the capture process is done, you can proceed attaching your documents to your Office 365/Outlook email through your phone.
   

   Note: Mac OS users can only use the iOS mobile app to capture and attach documents.

   
8. Check for the TWAIN drivers before using the add-in. (Why? See FAQ no. 3)

| How to attach documents to an Outlook/Office 365 Email using the Browse option

1. Click your local drive from the welcome screen.
2. Select the required document from your local drive.
3. Click Open.
4. Your document will be attached to the email.

| How to attach PDF documents to an Outlook/Office 365 Email using the Scan option

1. Click your scanner from the welcome screen.
2. Connect the scanner, and wait until add-in detects it.
3. Bring cursor over the predefined preset and click Scan or create a new preset with the required settings and then click scan to start scanning.
4. After scanning the documents, tick on the Save to destination folder, if you want to keep a copy of the document to a local folder.
5. Click Attach to add the document to the Outlook email.

| How to add more pages to the attachment at once

1. If you need to add more pages to the same set after scanning, click Add new page.
2. Click Attach to add the full document to the Outlook/Outlook 365 email.

| How to create a new preset

1. Click Add new preset.
2. Give a name to your preset
3. Select Color (Black & White, Color, Grayscale), resolution (100dpi, 150dpi, 200dpi, 300dpi) and size (A4, A5) according to your preference.
4. Click Save Preset to save changes.

| How to Edit or Delete existing presets

1. Click on a preset, the Edit and Delete icons will be visible on left and right side of the selected preset respectively.
2. Click on the action you want to preform.
3. Perform the action and then click Save to apply the changes.

| How to save the local copy of the document

1. Click Settings beside the gear icon at the bottom right corner of the screen.
2. By default, there will be a folder path directing to Enadoc 365 folder in My document.
3. If not, you can select a desired folder by browsing the folder path from the settings.
4. Click Save.

Note: A default folder Enadoc 365 will be created in 'C drive' once you selected the Save to destination folder option. A copy of the attached file will then be saved to the Enadoc 365 folder.

| How to get Smart Tags for your browsed/scanned and captured documents

1. Enable Smart Tag Generation from settings menu.
2. Upon attaching the browsed/scanned or captured documents, Organization, Location and Person names will be extracted and displayed as smart tags in the mail body.

| How to use your phone to capture and attach documents using the mobile app

1. Install Enadoc 365 app from the App Store/Play Store.
2. Open the App.
3. Tap the Capture button to capture the document/s or tap on the image icon at the bottom left corner of the capture screen to browse images from your local gallery.
4. Use the Crop icon to crop the document/s.
5. Use Edit icon to change the document color (Color/Grayscale/Black and white).
6. Tap Send and select the preferred option to send captured documents.

If you want to share your captured documents, tap on Open with to see all the sharing apps you have installed in your device and select your preferred sharing platform to continue.

If you want to send your captured documents via your Office 365/Outlook email:

1. Select Attach via Outlook add-in and enter your email address and tap Add.
2. Attach the captured documents as PDF file or Images to your Office 365/Outlook email simply by selecting your added email address. Make sure that your Enadoc 365 add-in is opened in your Office 365/Outlook email.

If you select Send via email, the captured images will send through your configured email in the mobile. If you select Upload to Enadoc the captured images will be sent to Enadoc My workspace. Enadoc configurations can be done from Settings page or Actions.

| How to setup Enadoc configuration to upload documents to Enadoc My Workspace when attaching a document to Outlook

1. Go to settings and click on Add Enadoc to configure an Enadoc account.
2. Set up the Enadoc Domain first. http://Portal.enadoc.com is set as the default domain. Provide the required domain to connect.
3. Click on Connect and log in to Enadoc account.
4. The connected username is displayed in Settings where you can click to see the available options.
5. Save to My Workspace options:
   • Automatically – When attaching a document to Outlook, all the attachments are saved to Enadoc My workspace.
   • Ask me every time – Upon attaching documents, the user will be notified for approval.
   • Never – Attachments will not be saved to My workspace.