Installing Matters.Cloud for Microsoft Outlook

Installing Matters.Cloud for Microsoft Outlook


Introduction

The Matters.Cloud Outlook add-in provides an easy way for users to save their emails to Matters.Cloud directly within Outlook and to (optionally) record time as part of the process.

In this article, we will guide you on how to install the Matters.Cloud Outlook add-in via for either a single user or all users via Microsoft 365 admin center.

Pre-requisites

Matters.Cloud for Outlook requires the following:

  1. Users must have a license of the Basic, Standard or Premium edition(s) of Microsoft 365.
  2. Users must be using Microsoft Exchange Online as their email server.
  3. Users can access mail via the Outlook Desktop (Mac/PC), New Outlook, Outlook Web or Outlook Mobile applications.
In order to save emails users will also first need to link their Matters.Cloud account to their Outlook account via their user profile. The steps are:
  1. Login to Matters.Cloud
  2. Click on your name in the top right hand corner and select Edit user profile
  3. Select the 'Email' tab and click the Connect button for Microsoft 365 and follow the steps.
NoteTo use the Matters.Cloud for Microsoft 365 add-in, the user's email address being used in Outlook must match the user's registered email address in Matters.Cloud If the user's email account does not match with their registered Matters.Cloud email account, the user may experience issues such as emails failing to file. 

Instructions - Single User

Step 1: Open Add-ins from Outlook

Depending on the version of Outllook you are using the option to install addins will be in one of the following locations:


Microsoft Outlook Desktop (older versions)

Click on "Browse Add-ins" from the Outlook ribbon bar.



Outlook Web / New Outlook / Outlook Desktop (newer versions)

Click on "More apps" from the left hand navigation bar and select 'Add apps'


Step 2: Open My Add-ins

Click on "My add-ins" from the left hand navigation bar, scroll down and click the “Add a custom add-in > Add from URL…” option.


Step 3: Enter Details of Manifest File

Enter the following URL:

https://www.matters.cloud/outlook/MattersCloud.OWA.xml

Click the OK button.

Note: You may be prompted with a warning, if this appears you should continue with the Install button.

Step 4: Verify the installation

To verify the installation, open Outlook and click on the "Matters.Cloud" icon in the top ribbon as per the following example:

Note: Users will be prompted to sign in with their regular login credentials for Matters.Cloud.

Instructions - All Users

Step 1: Sign in to the Microsoft 365 admin center

Visit the Microsoft 365 admin center website (https://admin.microsoft.com/) and sign in with your admin credentials.


Step 2: Go to the Integrated Apps page

Click on "Settings" from the left-hand navigation menu, then select "Integrated apps" from the dropdown menu.


Step 3: Upload Custom App

Click on the "Upload Custom Apps" button, then input the following information:

App type: Office Add in

Choose how to upload app: Provide link to manifest file and enter the following URL:

https://www.matters.cloud/outlook/MattersCloud.OWA.xml


Click the Next button

Step 4: Assign the add-in to users

Click on the Entire organization radio button

Click the Next button.

Step 5: Accept Permissions

Click the Next button to accept permission requests.

Step 6: Finish Deployment

Click the Finish deployment button.


Note: According to Microsoft, it can take up to 24 hours for a newly deployed add-in to appear on the app ribbon in your users' Outlook mailboxes. Your users may need to relaunch Office to view the add-in icon on the app ribbon.

Step 7: Verify the installation

After assigning the add-in to users, they should be able to see the Matters.Cloud Outlook add-in in their Outlook client. 

To verify the installation, open Outlook and click on the "Matters.Cloud" icon in the top ribbon as per the following example:

Note: Users will be prompted to sign in with their regular login credentials for Matters.Cloud.

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