Send a Meeting From Your Outlook Calendar Directly to Borealis

The Borealis add-in for Outlook is a great tool to help you smoothly push data to Borealis through a quick and intuitive process. One of the features of the add-in allows you to send meetings from your Outlook calendar directly to borealis as communications.

The Borealis add-in for Outlook also allow you to quickly update existing meetings in Outlook and synchronize the updated information with Borealis.

Create a New Meeting in Outlook and Send it to Borealis

1. Open your Outlook application.
2. Navigate to Calendar and click the New Meeting button.
3. Fill in the new meeting information.
4. Click the Send button to send your meeting request as you would normally normally.
5. From your Calendar, open the previously created meeting.
6. Click on the Borealis add-in icon on the ribbon.
7. Enter your login credentials for Borealis if you are not already logged in and click the Login button.
8. Select and fill in the correct information in the add-in to categorize your meeting properly.
9. Click the Send to Borealis button.
   

Upon successfully sending the meeting to Borealis, a validation message will be displayed in the Borealis add-in window.

Send an Existing Meeting in Your Outlook Calendar to Borealis

1. Open your Outlook application.
2. Navigate to Calendar and open the meeting you want to send to Borealis
3. Click on the Borealis add-in icon on the ribbon.
4. Enter your login credentials for Borealis if you are not already logged in and click the Login button.
5. Select and fill in the correct information in the add-in to categorize your meeting properly.
6. Click the Send to Borealis button.

View a Meeting you Previously Sent to Borealis by Opening it From Your Calendar

1. Open your Outlook application.
2. Open your Calendar.
3. Open the meeting you previously sent to Borealis.
4. Click on the Borealis add-in icon on the ribbon.
5. Enter your login credentials for Borealis if you are not already logged in and click the Login button.
6. If the meeting was updated and not synced to Borealis, you will see an information message. You can then update existing meetings in Outlook and synchronize the updated information with Borealis.
7. Click on the View in Borealis button to view the communication in Borealis.

A window will open showing the meeting information in Borealis.