Installing and Using the Outlook Add-In

Summary

Integrating system data with Outlook is as easy as installing our add-in. In the following document we will provide step by step instructions for installing and using the Outlook Add-in.

Installing the add-in

From Office 365 Online

Log into your office 365 account online (portal.office.com) and access your Outlook mailbox.

If your Administrator has installed the add-in as Optional - Enabled by default, or Mandatory, always enabled, when you select an email in the list you will see the add-in icon in the upper right corner

If the add-in has been installed as Optional, disabled by default perform the following steps to enable it.

Click on the settings icon (gear) and select Manage add-ins.

I can't find "Manage Add-ins"!

If the "Manage Add-ins" option is missing it is likely that Outlook Web Access has been disabled in your environment. Speak with your Exchange administrator about enabling this functionality.

If your administrator has installed the add-in in Exchange and you have rights you will have the option for Admin-managed add-ins

Click Admin-managed then click the Add button for the Outlook Add-in.

When you return to your Outlook Mail and select an email you will see the add-in icon in the upper right corner

From Outlook in Windows

If your Administrator has installed the add-in as Optional - Enabled by default, or Mandatory, always enabled, and you have logged into Outlook via portal.office.com, the add-in should be present when you open your windows install of Outlook (Office 2013 and newer).

For environments where the admin has made this add-in Optional, disabled by default, or if you have not opened Outlook via portal.office.com, you will need to manually install the add-in using the following instructions.

Open the Outlook application (2013 and newer) on your Windows desktop

In the upper left click File

Scroll down until you see Manage Add-ins

I can't find "Manage Add-ins"!

If the "Manage Add-ins" tile is missing it is likely that Outlook Web Access has been disabled in your environment. Speak with your Exchange administrator about enabling this functionality.

Clicking this button will take you to a login for Office 365 - once logged in, if your administrator has installed the add-in in Exchange and you have rights you will have the option to Manage add-ins

Check the box for the ClientSpace for Outlook add-in

When you return to Outlook and have an email selected you will see the icon for the add-in in your toolbar