Step-by-step guide

Open ClientSpace and go to the Admin Workspace by clicking on the System Administration | Admin Workspace.
Links to load the Outlook Addin should be on the TOC. If this isn't the case, contact your Account Manager.
Check the installed version of Outlook:
1. In Outlook Click the File tab.
2. Click Help.
3. Under the About section for your Office product, see the version number of your Office program
Download the Outlokk Add-In v 1.5 - this installer contains both the x86 and x64 versions of the application. Once you have downloaded the file locally, unzip and shift + rightclick on setup.exe, choose 'Run as Administrator'.
Once the Addin has been installed, the proper rights need to be added to the User's Profile by clicking System Administration | User Admin and searching for the user who will be using the Outlook Addin.
Open the User Profile and go to the Modules Tab.
Click Add and filter for Outlook Modules (see above). Select the modules the user would like to appear in Outlook by double clicking or highlight them in the list and choose "Select".
Open Outlook and you will see the ClientSpace Add-in in the Ribbon bar.
Click on the Kandu icon and select Login to ClientSpace
To use the ClientSpace Add-in, drill into an email and the functionality given to the user will be available (Post to ClientSpace will be available by default).

If there are any other questions on the functionality of the Outlook Addin, contact your Account Manager or submit an Extranet Case.

KnowledgeSpace