Download the Add-in version that is the same version of Outlook(32 or 64bit)
In the start menu under Treeno Software choose Configure Office Add-in
Please fill out the configuration box with your own DocuPhase credentials.
To use the tool in outlook select Add-ins and click Treeno Checkin
This will bring up a box, allowing you to file the document and select which part of the email you want uploaded to DocuPhase.
Note: You may choose just to upload the attachment.
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