Outlook Add-in - Compose an email and send it to Boréalis

Compose an Email in Outlook on Desktop

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.

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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.mceclip1.png

 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.

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Note: 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.

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Click on Search for recipients to add participants to your communication directly from Borealis. This feature allows you to look for participants directly in Borealis stakeholders register and include them to your communication while composing it:

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Once you have found your recipients, you can choose to include them in the To, CC or Bcc fields of your email:

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Click Send as you would do with any email. Not only the communication is sent to whom it may concern, but it is also created and classified in Borealis at the same time.

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 - Outlook on the 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.

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Step 2: Press 'Create communication' to categorize the email you are composing.

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Note:  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.

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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.

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