The Borealis add-in for Outlook facilitates the categorization of emails sent to the platform. Since the add-in is linked to your Microsoft account, it is available on the different Outlook platforms. This article is about Outlook on the desktop but articles are also available for sending communications using Outlook on the web and Outlook on the mobile.
Send a New Email or Forward an Email to Borealis
- Open your Outlook application.
- From your Inbox, click the New Mail button and prepare the email.
It can also be used on a reply or forward. In this casem select an email in your Inbox and use the Reply or Forward button. - Click on the Borealis add-in icon on the ribbon.
- Enter your login credentials for Borealis if you are not already logged in and click the Login button.
- Select and fill in the correct information in the add-in to categorize your communication properly.
- Click the Send button to send your email normally.
You should receive an automated status email from the system shortly after.
Review the email log
After sending the email to Borealis, you should have received an automated email from the system. Reviewing this email will let you validate whether your email was processed successfully by the system and whether warnings or errors occurred during the process.
You can use the View process log button under the email processed status to open this email log directly in the Borealis application.
View a Communication you Previously Sent to Borealis by Opening it From Your Email
- Open your Outlook application.
- Open your Sent items.
- Open an email you previously sent to Borealis.
- Click on the Borealis add-in icon on the ribbon.
- Enter your login credentials for Borealis if you are not already logged in and click the Login button.
- Click on the View in Borealis button to view the communication in Borealis.
A window will open the communication that was created directly in the Borealis application.