MyDocSafe for Outlook

Installing MyDocSafe for Outlook add-in adds a MyDocSafe button to the mail compose window in Microsoft Outlook. This add-in also works with Office 365 (if you install Microsoft Outlook onto your computer).

 

The button will appear above or next to the traditional “Send” button, and allows the user to:

  1. Send documents for approval directly from Outlook

  2. Publish documents in a user portal.

 

MyDocSafe for Outlook software includes the following sending options:
email open tracking, proof of email delivery, encryption, electronic signature & contracting, large file transfer, PDF conversion, authentication, metadata cleaning, and more.

IMPORTANT NOTE:

Please select the bit version of your Microsoft Outlook (32-bit or 64-bit). The MyDocSafe for Outlook works on both 32-bit and 64-bit Windows so Windows bit version is not relevant.

Please follow the steps below to determine the Outlook bit version:

  1. Outlook 2013/2016: File > Office Account > About Outlook (listed at the end of the first line on the pop-up)

  2. Outlook 2010: File > Help (listed on the first line below, “About Outlook”)

Screenshots

Screenshots

How to install?

New Installation

  1. Confirm if your Microsoft Outlook is 32-bit or 64-bit if you are using Outlook 2010, 2013, or 2016.
    1. Open Outlook
    2. Outlook 2013/2016: File > Office Account > About Outlook (listed at the end of the first line on the pop-up)
    3. Outlook 2010: File > Help (listed on the first line below, “About Outlook”)
  2. Close Microsoft Outlook
  3. Click the appropriate download button above and follow the installation wizard.