We are proud to announce that you may now integrate DiligenceVault into your Outlook application on your desktop! This means you can easily (1) upload documents directly from your email and (2) sync your Calendar without leaving Outlook.
Installation of Outlook Plugin
You will first need to install our Outlook plugin - click here to download.
Once you have installed the plugin, you will need to login to your DiligenceVault account on Outlook. To login, click on the "DiligenceVault" tab > "Login" button.
A mini pop-up tab will appear on the right side of the Outlook application - please login to your DiligenceVault account as you typically would on the website.
A mini pop-up tab will appear on the right side of the Outlook application, prompting you to login to your DiligenceVault Account and to input your Token from the platform. You may click on the link on the login page to be redirected to the page with the token or alternatively, you may head to your Settings as shown below. Note that this will only be required if your email address is associated with more than 1 firm.
Once you have installed the plugin, you will now be able to sync dates seamlessly into your Outlook calendar as well as uploading documents that you receive via email into DV without leaving Outlook.
(1) Document Sync
First, locate the email with the document(s) that you would like to upload, right-click on it and select the "Save Document(s) to DV" option.
Input Document Details
You will then need to input the necessary details to the documents that you are uploading:
- As of Date*
- Entity Type*: Firm/Strategy/Product/Vehicle
- Associated Entities*: Once you have selected the Entity Type, the relevant entities will then populate this field for you to choose from
If the Entity Type/Associated Entities options are greyed out, you may select the "Enable all Entities" checkbox and it will enable all entities related to the email ID that you received the document(s) from.
The "Select Individual Document Type" option will allow you to individually select the Type of Document that you would like to upload the documents as if you are saving more than 1 document at a time. Once you are done, click on the "Save Document(s) to DV".
Once the upload is complete, you may click on the "View it on DV" button and you will be redirected to the Documents Library Page.
(2) Calendar Sync
You can also choose to sync out
Now that you have the Outlook plug-in installed, you will also be able to sync your calendar to DiligenceVault. Within Outlook, go to the DiligenceVault tab and there you will see the button, Calendar Sync. Click on that. (You may have to re-enter your credentials in the pop-up, and get the token from logging into your DiligenceVault account. Copy and paste the token once you have it.) You will then be able to select which items to sync (tasks, projects, meetings, or workflows), as well as the option to auto-sync. Then hit the Sync Now button.