Outlook Add-in on the Mobile Application: Send an Email to Borealis

The Borealis 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 'Borealis'.

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Step 3: Using the drop menus, categorize your email accordingly, when done press  'Create in Borealis' to create the communication in Borealis.

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

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Congratulations!

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

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