Outlook Add-in - Composing an email and sending it to Boréalis

 

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

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 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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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

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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.

 

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

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Step 2: Press <Create communication> to categorize the email you are composing

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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

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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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