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.

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