Documentaal integrates with Microsoft 365 (Word, Outlook, SharePoint, Teams), CRM systems (Salesforce, Microsoft Dynamics 365, HubSpot), ERP systems (SAP, Oracle, AFAS), HR platforms, case management tools, and cloud storage via SharePoint. Documentaal integrates with e-signature platforms including ValidSign for digital signatures. Multi-language document generation supported with language-specific templates. Mobile access through Microsoft 365 mobile apps (Word, Outlook, Teams).
    Microsoft Certified

    Microsoft 365 Integrations

    Native, Seamless and Microsoft-Certified

    Documentaal integrates directly into the Microsoft tools your teams already use every day: Word, Outlook, SharePoint, Teams and the entire Microsoft 365 ecosystem.

    No new systems.

    No new interfaces.

    No disruption.

    Just powerful document automation — right where work already happens.

    Built for Microsoft 365.

    Certified by Microsoft.

    Trusted by enterprises and governments.

    Unlike traditional document automation tools, Documentaal is not an external add-on. It is a Microsoft-native platform, officially listed in the Microsoft Store.

    That means:

    seamless deployment
    high trust for IT and security teams
    guaranteed compatibility
    compliance with Microsoft standards
    no risky third-party integrations
    familiar tools for your users

    Documentaal doesn't replace Microsoft 365.

    It enhances it.

    Why Microsoft-Native Matters

    1

    Users stay in the tools they already know

    No training. No switching apps. No workflow disruption.

    2

    IT & security teams trust it

    Certified solutions meet strict requirements for security, privacy, identity management and data governance.

    3

    Deployment is effortless

    Push to users through Microsoft's proven deployment channels.

    4

    Governance aligns with your existing environment

    Templates, permissions and audit trails integrate with the Microsoft stack.

    5

    Future-proof by design

    Microsoft evolves — and Documentaal evolves with it.

    Integration Overview

    Documentaal integrates with:

    W

    Word

    Automate contracts, letters, reports and templates with data-driven fields and AI consistency checks — inside the Word interface your teams already know.

    O

    Outlook

    Generate standardized, compliant and pre-approved emails directly inside Outlook. Never send an off-brand or non-compliant message again.

    S

    SharePoint

    Store, version, categorize and govern documents with automated workflows. Generate documents into SharePoint libraries with correct metadata and permissions.

    T

    Teams

    Create, collaborate on and finalize documents directly inside Teams channels and chats. Automation happens in the background — your team stays focused.

    365

    Microsoft 365 Platform

    Align templates, permissions, governance policies and workflows across your entire ecosystem. Your document automation becomes part of your core digital workplace.

    W

    Word Integration

    Document automation where documents already live.

    • generate documents from templates with one click
    • enforce branding, formatting and legal requirements
    • auto-fill content using CRM, ERP or HR data
    • apply conditional logic based on inputs
    • validate documents with AI
    • store final output into SharePoint automatically

    Users simply open Word.

    Documentaal handles the complexity.

    W
    Contract_Template.docx
    Auto-filledCompliant
    O
    New Email
    To:client@company.com
    Subject:Contract Confirmation
    Standardized template content...
    O

    Outlook Integration

    Email communication that is always correct, consistent and compliant.

    • generate standardized emails
    • embed approved templates
    • enforce naming conventions
    • ensure legal or regulatory language is correct
    • prevent manual errors and wording drift
    • auto-store outgoing communication in SharePoint if needed

    No more copy-paste.

    No incorrect versions.

    No inconsistencies.

    S

    SharePoint Integration

    Turn SharePoint into a fully governed document engine.

    Documentaal connects automation with:

    SharePoint libraries
    metadata structures
    retention policies
    version histories
    automated filing
    access management
    workflows and Power Automate

    Documents are generated and filed correctly, every time.

    Document Library
    Contracts
    Auto-filed
    HR Documents
    Auto-filed
    Policies
    Auto-filed
    Project Channel

    Sarah created a document

    Contract_Draft_v1.docx

    Document ready for review

    Awaiting approval

    T

    Teams Integration

    Generate and collaborate — without leaving Teams.

    • create documents during meetings or chat discussions
    • share drafts instantly
    • track updates and changes
    • discuss and finalize documents collaboratively
    • keep project communication and documentation aligned

    Teams becomes a hub for document creation — not just communication.

    Data Integration Capabilities

    Documentaal can pull data from:

    CRM systemsERP systemsHR systemscase management platformsfinancial toolsstructured datasetsAPIs

    This turns manual work into automated accuracy.

    Microsoft Store Certification

    Officially listed. Officially trusted.

    Documentaal's Microsoft Store listing proves:

    verified security
    validated architecture
    strong identity integration
    enterprise-grade reliability
    Microsoft-approved standards

    Most document automation platforms cannot claim this.

    Documentaal can.

    This is a key differentiator for enterprise and government procurement.

    What This Means for Your Organization

    Your teams get:

    • familiar tools
    • faster workflows
    • fewer errors
    • improved productivity

    Your IT team gets:

    • simplicity
    • trust
    • maintainability
    • secure deployments
    • centralized governance

    Your leadership gets:

    • reduced risk
    • improved compliance
    • consistent communication
    • better decision-making

    Upgrade your Microsoft 365 environment with native document automation.

    See how Documentaal transforms Word, Outlook, SharePoint and Teams into a unified automation engine for your entire organization.

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