How to send a communication to Borealis (Outlook on the desktop)

The Borealis add-in in Outlook will facilitate the categorization of emails sent to the platform. In order to proceed properly, follow these steps: 

 

1. Open your Outlook account and select "New Email" and write your communication: 

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2. Next, open your Borealis instance and enter your login: 

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3. Fill out the communication intended for Borealis. Once completed, please click on "Send" and you will receive a positive confirmation of your submission in your email box:

 

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4. Go back to the "Home" section and choose your "Sent items", in order to choose the communication you sent to Borealis:

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5. Click on "View in Borealis":

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6. You will be automatically directed to the "Record menu" in the "Communications" section:
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