Outlook Add-in - How to install

Emails are an important source of information between our clients and their stakeholders, to make the process of categorizing emails more efficient Boréalis has developed an Outlook Add-in to streamline the process, the Add-in can be used to categorize received and sent messages.

Compatibility 

The add-in is compatible with the following versions of Outlook

  • Outlook 2013 or later on Windows (32 bit and 64 bit versions)
  • Outlook on the web
  • Outlook 2016 or later on Mac
  • Outlook on iOS
  • Outlook on Android

The best way to install the Outlook Add-In is to ask your IT team to do it. They will find all necessary information for installation in this document. However, if you do not have a technical team that handles such implementations or if you are able to add Outlook add-ins yourself. Here's how to do it.

Installation Procedure- Self Installation- Outlook on the Desktop

Depending on your organization’s IT controls you may be able to complete the installation of this Outlook Add-in yourself

Step 1: In Boréalis save the Outlook Add-in file which can be found in your Boréalis instance. Select the <Email Integration> link found at the bottom of the page, in the Outlook Add-in section press the <Download the add-in file> link

mceclip0.png

mceclip3.png

 Right click and select <Save link as> to save the file to your computer (Note file type is xml)

 

Step 2: In Outlook press the <Home> ribbon and locate the <Get Add-ins> button

mceclip1.png

Step 3: In the Add-ins Menu, Select <My add-ins> then scroll down to the Custom add-in section and select < + Add a custom add-in> link. Finally select <Add from File> and browse to the saved xml file and select <Open>

 mceclip2.png

 mceclip3.png

 

Step 4: Before the installation of the Add-in you will receive a warning message, to continue with the installation select <Install>

 mceclip4.png

The Boréalis Outlook Add-in is now installed and ready to use! The icon will be available in <Home> ribbon in Outlook

 mceclip5.png

 

Installation Procedure- Outlook on the Web

Step 1: In Boréalis save the Outlook Add-in file which can be found at the bottom of your Boréalis instance (update visual)

mceclip6.png

Right click and select <Save link as> to save the file to your computer (Note file type is xml)

 

Step 2: In Outlook 365, Create a New Message

 mceclip7.png

 

 Step 3: Use the <ellipsis> button in the dialog box, and select My add-ins.

mceclip8.png

 

Step 4: In the Add-ins Menu Select <My add-ins> scroll down to the Custom add-in section and select < + Add a custom add-in> link select <Add from File> browse to the saved xml file and select <Open>

mceclip9.png

mceclip10.png

 

Step 5: Before the installation of the Add-in you will receive a warning message, to continue with the installation select <Install>

mceclip13.png

The Boréalis Outlook Add-in is now installed, before using the add-in the read and compose tool bars will need to be adjusted so that the add-in will be displayed.

 

Configure Actions to include Boréalis Add-in

Step 1: Open the <Settings> menu located in the upper-right side of the page

mceclip14.png

 

Step 2: Open the <View all Outlook settings> link at the bottom of the page

mceclip15.png

 

Step 3: Select the <Mail> menu in settings, and then <Customize Actions>. Finally scroll down to the Message surface section, and scroll to Boréalis and select <Boréalis>

 

mceclip16.png

 

Step 4: Scroll down to the Toolbar section and select <Boréalis> and <Save>

 mceclip17.png

The Add-in is now configured to display when reading or composing a message

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request