Creating an Outlook Calendar entry in Borealis

 

When using the outlook add-in you can create records in Borealis directly from your Outlook Calendar.

If you have not already installed the Add-in follow this link to learn how: https://borealis.zendesk.com/knowledge/articles/360035106672/en-us?brand_id=1226176

 

Creating an Outlook Calendar entry in Boréalis - Outlook on the Desktop

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  1. Open your calendar in Outlook and select the meeting to create in Boréalis
  2. In the <Meeting> ribbon open the <Boréalis> Add-in  (Outlook Add-in will open a new section on the right side of the window)
  3. Enter your Boréalis instance URL.  (This step will only need to be completed the first time you use the add-in.)
  4.  Enter your login credentials.
  5. Using the drop menus, categorize your email accordingly, when done press <Send to Boréalis>

Notes:

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.

Recurring meeting will only be created once, the system will use the date of the first meeting in the series. The best practice for recurring meetings is to send each individual entry and update participants, meeting minutes, and general atmosphere for every meeting after they have occurred.

 

Creating an Outlook Calendar entry in Boréalis - Outlook on the web

Step 1: Open your calendar and select the meeting to create in Boréalis, 

Step 2: In the Meeting Details open the <ellipsis> menu and select the Boréalis Add-in

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Step 3: Enter your Boréalis instance URL. (This step will only need to be completed the first time you use the add-in.)

Step 4: Enter your login credentials. 

Step 5: Using the drop menus, categorize your email accordingly, when done press <Send to Boréalis>

 

Notes:

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.

Recurring meeting will be only be created once, the system will use the date of the first meeting in the series. The best practice for recurring meetings is to send each individual entry and update participants, meeting minutes, and general atmosphere for every meeting.

 

 

 

 

 

 

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