Updating Matters.Cloud for Microsoft Outlook

Updating M365 Outlook Add-in for NetDocuments


Introduction

The NetDocuments M365 Outlook add-in is designed to update automatically for most new features, however in certain situations where a major new feature is released that creates a new entry point (button / menu item) within Outlook, the application should be updated to take advantage of the new feature.

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: Locate the NetDocuments app

Locate the NetDocuments app in the list of applications:


Step 4: Select update add-in

Click on NetDocuments to open the right hand application pane and click on Update add in:



Step 5: Upload manifest

Input the following information:

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

https://m365-outlook-addin.netdocuments.com/m365-outlook-addin.xml


Choose the Validate button.




Click the Next button to display the Apps to be updated screen.



Click the Accept and update button.

Note: According to Microsoft, it can take up to 72 hours for a newly deployed/updated 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 and to be able to access updated features.

Related Articles








    • Related Articles

    • Add a New User in NetDocuments

      Introduction In this article, we'll guide you through the process of creating a new user within the NetDocuments platform. NetDocuments is a leading cloud-based document and email management solution designed for legal professionals and organisations ...
    • Getting Started With NetDocuments

      Introduction Welcome to NetDocuments, the industry-leading cloud-based document management system designed to streamline your document workflows, increase productivity, and enhance collaboration. As an end user of NetDocuments, you now have access to ...
    • Deploying NetDocuments with Microsoft 365 and macOS

      Introduction Deploying NetDocuments, involves several key technical steps to ensure a seamless integration into your organisation's existing systems. This guide is designed to walk you through the critical considerations for setting up NetDocuments, ...
    • Deploying NetDocuments with Microsoft 365 and Windows

      Introduction Deploying NetDocuments, involves several key technical steps to ensure a seamless integration into your organisation's existing systems. This guide is designed to walk you through the critical considerations for setting up NetDocuments, ...
    • Extending the NetDocuments Timeout Period

      Introduction The NetDocuments web user interface has a default login timeout of 90 minutes. If you remain inactive in the NetDocuments browser for 90 minutes or more, you will be automatically logged out and will need to reauthenticate. This setting ...