Emails are an important solution of interaction between our clients and their stakeholders. To make the process of categorizing emails more efficient, for received as well as for sent messages, Boréalis has developed an Outlook Add-in that streamlines the process.
The Outlook Add-In consists in a right pane in your Outlook. In this pane, you will have the possibility to populate several fields (Project, Engagement Plan...) so that your e-mails gets automatically classified within Borealis.
The add-in is compatible with the following versions of Outlook:
- Outlook 2013 or later on Windows (32 bit and 64 bit versions)
- Outlook on the web
- Outlook 2016 or later on Mac
- Outlook on iOS
- Outlook on Android
The best way to install the Outlook Add-In is to ask your IT team to do it. They will find all necessary information for installation in this document. However, if you do not have a technical team that handles such implementations or if you are able to add Outlook add-ins yourself, here is below how to proceed: