Steps

1. 1Your organization needs an active Gestioo subscription. If it does not have an account yet, use the sign-up link below.
2. 2Ask your Gestioo administrator to connect your Microsoft 365 tenant, activate your user licence and allow document creation. Directory synchronization is separate from Microsoft sign-in.
3. 3Your Microsoft 365 administrator deploys Send to Gestioo to your account through Integrated apps and grants the requested consent.

Result: the add-in is available in compatible Outlook and Word clients with your work Microsoft account.

Steps

1. 1Open the email you want to keep, then open Send to Gestioo.
2. 2Sign in with the Microsoft account linked to your Gestioo licence. Select the email and the PDF or DOCX attachments to deposit.
3. 3Check the organization, title and access group; the classification code is optional. Choose Send to Gestioo.

Result: the selected email and files are saved as PDFs in Gestioo Active documents with their source information. The add-in shows the result for each deposit.

Steps

1. 1Open your document in Word, then choose Send to Gestioo in the ribbon.
2. 2Sign in and check the organization, title and access group.
3. 3Choose Send to Gestioo and wait for confirmation.

Result: the active document is converted to PDF and added to Gestioo Active documents, without manually downloading and reuploading it.

Steps

1. 1Tenant not linked: ask your administrator to check your organization's Microsoft 365 connection.
2. 2No licence or document creation denied: have your linked Microsoft identity, active licence and document creation permission checked; signing in again does not assign a licence.
3. 3Word conversion failed: keep your document, retry, then contact support with your Word web or desktop version and the time of the error. Do not send confidential documents.

Result: support can investigate the affected workflow; only a deposit confirmation means the PDF was added.