Outlook Add In Software
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Product Information
Specifications:
- Product Name: Neos Outlook Add-In
- Compatibility: Microsoft 365 accounts
- Supported Platforms: Outlook Web, Outlook Desktop, Outlook
Mobile
Product Usage Instructions
Installing the Neos Outlook Add-In
For Outlook Desktop:
- Ensure you have the New Outlook version.
- Click on the Home ribbon in your Outlook Desktop.
- Select Get Add-ins from the Add-ins group.
- If grayed out, enable Outlook Privacy Settings first.
For Outlook Web:
- Close your desktop version of Outlook.
- Right-click and save the following URL:
Neos Outlook Add-In URL - Rename the downloaded XML file to ‘Outlook Add-In’.
- Access the Add-Ins for Outlook window by clicking here.
- Login with your Microsoft 365 credentials if prompted.
- In the My add-ins tab, under Custom add-ins, select Add from
File and upload the renamed XML file.
Frequently Asked Questions (FAQ)
Q: What are the requirements for using add-ins in Outlook on
the web?
A: Refer to Microsoft’s guide on Using add-ins in Outlook on the
web for detailed information on add-in requirements with your
platform.
Q: How can I switch between multiple Microsoft mailboxes with
the Neos Outlook Add-in?
A: For users with multiple Microsoft mailboxes, install the
add-in for each account in Outlook Desktop. Use an incognito
browser session in Outlook Web to switch between different
mailboxes and install the add-in accordingly.
Q: What should I do before installing the latest version of the
Neos Outlook Add-in?
A: Make sure to remove the previous version before installing
the latest version using the new URL provided in step 6 of the
installation instructions.
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Installing the Neos Outlook Add-In
The Neos Add-in for Outlook allows you to file emails into a Case from Outlook Web, desktop, or mobile. You can also use the add-in to view Party and Provider contact information.
Neos Recommends: Firm Administrators that have a Microsoft 365 Global Admin account deploy and manage the Outlook add-in for all users. Refer to Deploy add-ins in the admin center for the full process from Microsoft. The Neos Outlook Add-in XML file (from step 2 Outlook Web section) must be uploaded to the admin center. Once the add-in is deployed, it will be available for all users in Outlook Online and Desktop, however, you may need to relaunch Microsoft 365 to view the add-in icon in the ribbon. NOTE: It may take up to 24 hours for the Neos Outlook Add-in to appear in Outlook.
If your firm’s Global Admin does not deploy the add-in, these installation instructions must be performed by each individual Neos user.
Once installed for each user, the add-in will be updated automatically. After a release, users may be automatically directed to the login screen where they should enter their Neos credentials to continue using the Outlook Add-in. In addition, each user must have their Office 365 email connected in their Neos Staff Profile to tag emails, attachments, and appointments.
NOTE: The Neos Outlook Add-in is supported and installed on individual Microsoft 365 accounts. For users that have multiple Microsoft mailboxes, the add-in must be installed for each additional account in Outlook Desktop.
Outlook Web will only show one mailbox account in a browser session. To use the addin for another Microsoft 365 email account, open an incognito browser session and log in using the second email. Install the Neos Outlook Add-in for that second account, then switch between browser sessions to tag emails from the different mailboxes.
Refer to Microsoft’s guide on Using add-ins in Outlook on the web for add-in requirements with your platform (in the Frequently asked questions section) for more details.
NOTE: All staff should remove the previous version before installing the latest Outlook Add-in using the new URL (refer to step 6).
Installing the Neos Outlook Add-In
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Please follow these instructions to install the add-in:
From Outlook Desktop To install the Neos Outlook Add-in from your desktop version of Outlook, make sure you have the New Outlook, shown here:
NOTE: If you don’t have the New Outlook, follow the Outlook Web steps to install the add-in from Outlook online. While we do support both classic and New Outlook, it is recommended to use the latest version of Outlook (New Outlook) with the Neos Outlook Add-in.
1. Click on the Home ribbon with your Outlook Desktop. 2. Select Get Add-ins from the Add-ins group. NOTE: If this button is grayed out, you must first enable your Outlook Privacy Settings. 3. Follow the Outlook Web instructions.
From Outlook Web 1. Close your desktop version of Outlook. 2. Right-click the following URL and select the Save Link As… option. https://saasuicdn.blob.core.windows.net/neosoutlookplugin/manifest.xml
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3. Rename the XML file from “manifest”to “Outlook Add-in”. By default, the file will be saved to your Downloads folder but a different folder can be selected.
4. Click https://aka.ms/olksideload to directly access the Add-Ins for Outlook window. You may be prompted to first login with your Microsoft 365 credentials. When logged in, the Add-Ins for Outlook window will display after a brief moment.
5. Click the My add-ins tab and scroll to the Custom add-ins section. Click the Add a custom add-in dropdown and select Add from File…
Installing the Neos Outlook Add-In
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6. In the Open window, browse to the folder containing the saved XML file (from step 3). Select the file and click the Open button.
7. Click the Install button on the Warning window to continue with the installation.
8. SUCCESS! The add-in will display as Added in your My add-ins section.
After the Outlook add-in has been installed, re-open your desktop version of Outlook to ensure that the add-in group is visible on the Home ribbon. If installed from Outlook Desktop, select an email in your inbox to ensure the All Apps group is visible.
Outlook Privacy Settings If you do not see the add-in in your desktop Outlook, refer to the following steps for confirming your Outlook privacy settings: Classic Outlook
1. In Outlook, select the File tab and choose Office Account. 2. Select Manage Settings under Account Privacy.
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3. On the Privacy Settings window, ensure the Enable optional connected experiences check box is selected. Click the OK button to close the window.
New Outlook 1. In New Outlook, click the Settings (gear) icon on the upper left. 2. Select General > Privacy and data and then click the Privacy settings button. 3. On the Privacy Settings window, ensure the Turn on optional connected experiences slider is enabled. Click the Close button to close the window.
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If you are not seeing the most recent changes to the Neos Outlook Add-in (e.g., “Tagged In Thread”):
1. In Outlook, navigate to More Apps > Add Apps. 2. Select the Manage your apps option on the bottom left of the window. 3. Click the Neos Outlook Add-in, then click the blue Open button. This will refresh
the add-in.
4. Navigate to the add-in like normal (you may need to log in again).
To remove the Outlook add-in: 1. Follow the install instructions from above and then at step 6, click the My add-ins tab and scroll to the Custom add-ins section. Click the three dots button and select the Remove option.
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Documents / Resources
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Neos Outlook Add In Software [pdf] User Guide Outlook Add In Software, Add In Software, Software |