Outlook Add-in - Sending an email to Boréalis

Inbox: Sending an email received in Boréalis- Outlook on the Desktop

With the Boréalis Outlook Add-in, it is as simple as a few clicks to create and categorize your received emails.

 

Step 1: Open the email you would like to create in Boréalis, if your Boréalis Add-in is already logged in you can skip to Step 4

 

Step 2: In the <Message> ribbon open the <Boréalis> Add-in

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A new will display on the right side of your email reading pane

 

Step 3: Enter your Boréalis instance URL. A new window will open with your Boréalis instance, please enter your login credentials

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Once logged in, on the right-hand side of the reading pane the Boréalis Add-in will display a <Create communication> menu.

 

Step 4: Using the drop menus, categorize your email accordingly, when done press <Create in Boréalis> to create the communication in Boréalis

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Congratulations! You have created and categorized your first received email using the Boréalis Outlook Add-in, it’s that easy!

Note: You will receive a confirmation that the communication was created successfully in Boréalis in the Add-in navigation window, there will also be a link to View the communication in Boréalis.

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Viewing an Email that exists in Boréalis

When viewing an email already created your Boréalis instance the Add-in will notify you “Communication already exists in Boréalis”

 

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By pressing on the <View Communication > button a new window will open the communication in your Boréalis instance

 

Inbox: Categorizing an email received in Boréalis-Outlook on the web

When reading an email the Boréalis Add-in can be viewed on the top-right hand side

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Step 1: To create a communication in Boréalis press on the <Boréalis Add-in icon>

 

Step 2: Using the drop menus, categorize your email accordingly, when done press <Create in Boréalis>

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Note: You will receive a confirmation that the communication was created successfully in Boréalis in the Add-in navigation pane, there will also be a link to View the communication in Boréalis.

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Congratulations! You have created and categorized your first received email using the Boréalis Outlook Add-in, it’s that easy!

 

Inbox: Categorizing an email received in Boréalis- Mobile

The Boréalis Add-in can be used on a mobile device to categorize received emails

 

Step 1: When reading an email use the <ellipsis menu> in the email next to the action flag

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Step 2: Scroll to the bottom of the menu that opens and select <Boréalis>

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Step 3: Using the drop menus, categorize your email accordingly, when done press <Create in Boréalis> to create the communication in Boréalis

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Note: A confirmation message will display to notify you that the communication was successfully created in Boréalis. There will also be a link to view the communication in Boréalis.

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Congratulations! You have created and categorized your first received email using the Boréalis Outlook Add-in, it’s that easy!

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