This page introduces our exciting new Outlook integration, delivered through the latest Outlook add-in. Designed with a fresh, modern look and enhanced functionality, this new experience brings powerful tools right into your inbox.
Launching in Q3 2026, the updated Outlook add-in will streamline the way you manage emails, making everyday tasks faster and more intuitive. With improved usability and smarter features, you’ll be able to stay organised, respond efficiently, and get more done directly within Outlook.
Best of all, the new add-in works independently of StrataMax being installed on your device. This means you can access key functionality from virtually anywhere - whether you’re working remotely, on a different workstation, or on the go - giving you greater flexibility and uninterrupted productivity wherever Outlook is available.
Upload to DocMax
Replacing the current functionality that has been available in the Outlook add-in; the changes will see a fresh new interface along with options to upload the email &/or attachments to DocMax while being able to select from profiles so that the documents are filed as required in DocMax.
Contacts
When composing emails, use the Contacts add-in to search and select from all contacts within your StrataMax database rather than having to manually locate them in StrataMax and copy and paste.
Additionally, the Contacts add-in is a useful tool for when you receive an email from someone that forgets to provide enough context for you to understand what building they are associated. Simply click on contacts and StrataMax contacts will be searched to identify who they are and provide details including residential address, contact details and what current positions they hold. The add-in can also be pinned to your Outlook UI so as you move between emails the contact will automatically be identified.
Building Info
Get instant access from Outlook to key building information using the Building Info add-in. Using the email address, buildings are identified based on positions held allowing you to then preview a summary of the building including address, building type, account manager, financial summary, officer bearers and upcoming meeting dates.
Documents
When composing emails, use the Documents add-in to attach documents from DocMax to your email. Use the title, category and lot filters to quickly locate the documents you require and then simply attach to the email with a click of the button. In addition, documents can be downloaded directly from the Documents add-in if required.
Create Task
Create tasks in Task Management directly from outlook using the Create Task add-in. The interface will allow assigning the task to specific users, setting the priority and due date as well as entering a detailed description.
My Tasks
Quickly view your assigned tasks from Task Management using the My Tasks add-in, update the task status directly from the add-in which will update the task in Task Management.
AI Assistant
This will initially be released as a preview feature, and is subject to change.
Use the AI Assistant directly from the Outlook add-in to query a wide range of data available in StrataMax to assist with emails and if required draft reply to emails for you.
The AI Assistant will have security to allow offices to restrict access for users if required.
