Active Documents

Active Documents' add-in for Outlook brings document filing directly into your inbox.

Built for accounting and bookkeeping practices using Active Documents, the add-in lets you compose and file emails or attachments straight into the correct client and cabinet — all from within Outlook, on both desktop and web.

What it offers:

- File emails and attachments directly into client cabinets in Active Documents

- Send consistent, on-brand correspondence using configured email templates

- Keep every filed email automatically linked to the correct client record, with all relevant fields filled in

- Link emails and attachments to Active Workpaper binders directly as you file them

- Automatically tag filed emails in Outlook, so users can see at a glance what's already been filed

- Works across Outlook desktop and web

By removing the need to manually download, rename, and re-upload email attachments, the add-in cuts down on double-handling and reduces the risk of documents being missed or misfiled — keeping your firm's document management connected to the tool your team already uses every day.

Requires an active Active Documents subscription.

This add-in registers an on-send (OnMessageSend / Smart Alert) event handler. When you send a message, if you have selected a client and cabinet in the Active Documents pane, the add-in saves a copy of the email and its attachments to your firm's Active Documents platform before the message is sent. If you have not selected filing details, the add-in prompts you to add them before sending (this prompt can be disabled in settings), and no data is uploaded.