Introduction to the Microsoft Office Plugin integration

Our powerful plugin integrates with the main Microsoft Office suite (Word, Outlook, Excel, and PowerPoint) and provides our Equinox users with an easy way to save documents and emails to their Equinox system from within Office.

Key benefits of our Microsoft Office Plugin integration

• Our most-used and most-loved integration, according to Equinox users. 
• Helps your working day run smoothly, every single day.
• Allows you to seamlessly work between Equinox and your favourite Office tools.
• Significantly simplifies administrative tasks.
• Enables you to work in Office while directly saving your activity in Equinox.

How the Microsoft Office Plugin integration works with Equinox

In summary, this integration allows you to do the following:

• Integrate with Microsoft Outlook to:
  • Attach from matter
  • Categorise sent emails
  • Save to matter
  • Save to multiple matters
  • Send and save
• Integrate with Microsoft Excel, PowerPoint and Word to:
  • Email inline and email attach PDF (Word only)
  • Open from matter
  • Save using various options

More details about the integration can be found on our Help Centre:

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