Add-In for Outlook

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Installation Guide for Emailgistics Add-In for Microsoft Outlook

Installation for Outlook Desktop

System requirements

  • Office 365 version of Outlook is required, specifically version 1910 (build 12130.20272) or later

How to check your version of Outlook

Open the Outlook Desktop App and click file and office account. On this page there is an About Outlook section which lists your version number.

Add-in Installation Instructions

1. Open the Outlook Desktop App. Please ensure cached exchange mode for shared folders is turned off. Instructions to do this can be found here.


2. Click the Get Add-ins icon, which will open a new window.

3. Select My add-ins, scroll to the Custom add-ins section and click Add a custom add-in.

4. Paste in this URL: https://c1.emailgistics.com/crm/addin/manifest

5. Click OK and Install.

6. The Emailgistics add-in should now appear in the Custom add-ins section. You can close the add-ins window.

7. The Emailgistics add-in will now appear in your Outlook ribbon.

8. Click it to show the add-in pane and then select a shared mailbox message to work with it. The first time you click the add-in button you will be prompted to log-in with your email account credentials.

Here is the Add-in pane layout: https://emailgistics.com/add-in-for-outlook/

Note: You must select a message inside a team inbox using Emailgistics for the Add-in pane to appear.

Tip: Pin the Add-in pane so it always appears whenever you select a message.

Installation for Outlook Web

System Requirements

– Latest Edge or Chrome web browser

Note: the Emailgistics add-in requires that the shared mailbox be opened in a separate Outlook window; it will not work correctly for mailboxes opened within your main Outlook window.

Instructions

1. Browse to https://outlook.office365.com/ecp and log in as the shared mailbox you want to use the add-in.


2. Go to the “add-ins” option in the left navigation panel

4. Select the “+” sign, pick “Add from URL” and add the Emailgistics add-in URL: https://c1.emailgistics.com/crm/addin/manifest


5. Log out of the Shared Mailbox. All users in the mailbox will now be able to access the add-in.


6. Log in again with your user ID.


8. Select “Open another mailbox” in the panel at top-right of the screen.

9. To use the add-in: select a team inbox message and click the three dots in the upper right of the message content pane. The Emailgistics add-in can be selected from the list of options

If you need any assistance to complete these steps, please don’t hesitate to contact us at support@emailgistics.com

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