Outlook Integration with The Conveyancer

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1 Outlook Integration with The Conveyancer General Notes: This feature will create calendar items in Microsoft Outlook for each upcoming requisition date, closing date and occupancy date (if applicable) that has been identified in The Conveyancer. The synchronizing is one-way only; from The Conveyancer into Outlook. Any changes to synchronized calendar items in Outlook will not be reflected in The Conveyancer. Available as a download from the website or as part of a new install or upgrade to version 11.0P and higher versions. Installation is performed per computer, meaning that an install is required on every copy of the Conveyancer in your office. Not available for Projects. Once installed a Conveyancer menu item will be created in Outlook. All configuration settings are accessed from within this menu item: Compatibility/Supported Versions The Conveyancer Outlook integration add-on is compatible with the following Microsoft operating systems and versions of Outlook: Windows XP and Outlook 2003 Windows XP and Outlook 2007 Windows Vista and Outlook 2007 Windows 7 and Outlook 2007 To Install the Outlook Integration Add-on: As part of a new install - Upon opening The Conveyancer software for the first time you will be given an option to install the Outlook Integration add-on.

2 Install directly from - Current users of the Conveyancer can install the Outlook Integration add-on from the Do Process website. - Go to - Select the Download Now button - Follow the installation instructions as prompted As part of an upgrade of The Conveyancer - Upon opening the The Conveyancer software for the first time after upgrading, you will be given an option to install the Outlook Integration add-on. From within The Conveyancer - For users who have updated to version 11.0P or higher, the Outlook Integration add-on can be installed directly from within The Conveyancer. - From the Updates menu select Install Outlook Integration Add-on and then follow the instructions.

3 Controlling the interaction between the Conveyancer and Outlook Configuration Access to the configuration options is done in Outlook via the Conveyancer menu item. Select the Options sub-menu item: When selected the following screen appears:

4 The Conveyancer data directory - In this section you will identify the folder in which your Conveyancer data is located. If you are unsure where your data resides, please contact Do Process customer service for assistance at or Synchronization Type - There are two options to select from o Manual user initiated synchronization (performed by selecting the Synchronize sub-menu item in The Conveyancer drop down menu in Outlook. o Automatic Synchronization occurs every time you open MS Outlook. - The default synchronization is Manual. Synchronize entries between the following dates - Outlook calendar items will be created for any Requisition, Closing and Occupancy date within the date range specified. Type of dates to synchronize - This setting allows you to select the dates to be synchronized; requisition dates, closing dates and occupancy dates. Reminder - Allows you to set a reminder notification for each calendar item created in Outlook. As a default this is set to none. How To Manually Synchronize - Confirm your configuration settings in the Options sub-menu. - Select the Synchronize sub-menu item within The Conveyancer drop down menu in Outlook. How to Remove Synchronized Calendar items from Outlook Removing all synchronized calendar items - From within Microsoft Outlook, select the Remove all Calendar Entries sub-menu item:

5 Removing a single calendar item - Right mouse click on the calendar item and select Delete. Removing an item that does not have a corresponding record/date in The Conveyaner - Select the Delete Orphaned records option How to Uninstall the Outlook Integration Note: if you also want to remove any calendar entries, you should do so prior to uninstalling the add-on by selecting the Remove all Calendar Entries sub-menu item from the Conveyancer menu item in Outlook. To uninstall the integration add-on: - Click on the Start menu item on your computer s desktop - Go to Control Panel - Select Add or Remove Programs and a list of all installed programs will be displayed - Select the change/remove button on the Conveyancer Outlook Integration program line.