The Boréalis Outlook Add-in makes categorizing emails in Boréalis easy, all it takes is a few clicks, right from your Outlook application!
Step 1: Login to the Boréalis Add-in application, In the <Message> ribbon open the <Boréalis> Add-in if your Boréalis Add-in is already logged in you can skip to Step 3
A new window will display on the right side of your email reading pane
Step 2: Enter your Boréalis instance URL. A new window will open with your Boréalis instance, please enter your login credentials
Step 3: To compose an email to your stakeholder(s), press on the <New Email> icon in outlook
Step 4: Press <Create communication> to categorize the email that is being composed
Step 5: Using the drop menus will add additional Bcc email address to categorize the email in Boréalis accordingly, when done the email is ready to be sent
Congratulations! You have sent your first email using the Boréalis Outlook Add-in, it’s that easy!
Note: You will receive an email notification to confirm that your email has been processed in Boréalis.
Compose an Email- Web
When a new Email is being composed in Outlook 365 on the web the Boréalis Add-in can be found in the toolbar below the message
Step 1: To use the Add-in press the Boréalis icon and a navigation pane will open to the right of the email
Step 2: Press <Create communication> to categorize the email you are composing
Step 3: Using the drop menus will add additional Bcc email addresses to categorize your email in Boréalis accordingly, when done you are ready to send your email
Congratulations! You have sent your first email using the Boréalis Outlook Add-in, it’s that easy!
Note: You will receive an email notification to confirm that your email has been processed in Boréalis.
Note that Outlook on Android does not currently support using an Add-in when composing.