Imagine your computer could talk. After the 20th time you minimize MS Word, toggle between emails, and open another app just to archive a document, it’d probably roll its eyes and say, “Really? We’re still doing this?”
It’s 2024; your phone unlocks with a glance. However, somehow, archiving a document still feels like piecing a puzzle with extra steps. Sure, you’ve got a solid NewgenONE OmniDocs (ECM) platform in place to streamline the entire document lifecycle. No doubt. But there’s always room to keep things moving and boost productivity as you hum along, don’t you think?
How NewgenONE OmniDocs Connector Helps
The connector combines the ease of your everyday Microsoft Office applications with the powerful OmniDocs experience, all without interrupting the flow. Think about that exhilarating moment when you discover a shortcut that saves you five minutes on your commute, or when your favorite app updates with a feature you never knew you needed, but now you can’t imagine living without it. That’s the essence of the OmniDocs Connector: an upgrade that helps you make your day smoother, faster, and, most importantly, a lot more productive.
Let’s Look at It This Way
You’re nestled in your ideal workspace. Everything you need is at your fingertips. You’re not fumbling for tools or switching between systems. No more switching apps. Whether you are working on a report in an Excel sheet, drafting a document in Word, creating a presentation in PowerPoint, or handling an email attachment in Outlook, the add-in/connector lets you archive/upload everything directly into OmniDocs with just a click. It’s like having a powerful document management system embedded right within the applications you already use.
What this Means for You
- Less Switching, More Doing: Tired of saving files to your desktop and then manually uploading them to OmniDocs? With the Connector, you can save directly from Word, Excel, or PowerPoint into OmniDocs, or even archive emails straight from Outlook. Additionally, you can search for archived documents right from your Outlook interface—saving time drastically.
- Automate the Tedious Part: If your inbox is overflowing with emails—some important, some may not—the add-in connector lets you set up rules to automatically archive important emails based on the sender’s ID or subject. No more sifting through endless threads to find what you need—just set it and forget it! Automatic rules can also be configured to archive emails in the records management system.
- Better Collaboration, Less Hassle: If you use Teams, you know how easily conversations and documents get lost in the mix. The connector integrates seamlessly with Teams, creating a hub for collaboration. Rest easy knowing your important files are directly archived from Teams into OmniDocs and easily retrievable—no more outdated versions and lost changes.
- Push Content Directly: Content can be pushed from Word, Excel and PowerPoint straight to the records management system. And, when there’s a need to edit, simply open archived documents from OmniDocs in their respective applications. Each document is checked out for other users. Once edited, a new version gets created in the application while maintaining all previous versions.
Make Your Existing System Smarter!
The connector isn’t about adding something new to your workflow. It’s about making the tools you’re already using, whether it’s MS Office or OmniDocs, work better together. Need version control? Done. Check-in and check-out documents straight from Word, Excel, or PowerPoint without worrying about overwrites? Easy. Moreover, what about all those audit trails and security measures? Still solid, and with fewer steps.
| Attribute | Before (OmniDocs + Add-in) | After (OmniDocs + Add-in) |
|---|---|---|
| Productivity | Manual, fragmented processes across different systems. | Streamlined with direct integration between MS Office and OmniDocs |
| Compliance | Manual tracking of versions and no audit trails for changes. | Automated versioning and audit trails, ensuring compliance adherence |
| Collaboration | Confusion with outdated versions and files scattered across systems | Real-time collaboration with centralized file access and version control. |
| Document Management | Manual uploads, downloads, and archiving of documents, leading to inefficiencies | Straight, automated archival, and easy access to documents from Office Apps |
| Time Savings | Time lost in switching between apps and manually managing documents. | Significant time saving with integrated workflows and automation |
It’s All About the Experience!
While OmniDocs lays a strong base for managing end-to-end documents, the MS Office NewgenONE OmniDocs Connector comes to the fore to add that extra layer of:
- Ease
- Comfort
- Sophistication
The connector transforms everyday tasks into an efficient, high-performance experience that significantly saves and drastically boosts workforce productivity—all with less effort.
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