![]() The list will include both active and archived projects. When the add-in is first opened, you will see a list of projects, with a search bar at the top. The add-in includes a search bar for the project, vital information about a chosen project, a place to create an Activity feed item and add comments, and the team members and contacts for that project. Additionally, Filevine task shortcuts, like and function as usual, but the suggested completion dialogue will not appear.Īll other functionality of the Filevine Outlook Add-in is the same in the app as it is on your desktop. In the Outlook app, the add-in’s functionality is only available in received mode, not in compose mode. Once you have installed the app on your mobile device, access the add-in by clicking the ellipsis at the top of an opened or composed email, just as you would on desktop. Download the Microsoft Outlook app from your app store. When you have installed the add-in, you will also be able to use it from the Outlook mobile app. Select “Filevine” from the dropdown menu to open the add-in. Once these settings have been updated, you will be able to open the add-in by clicking on the dropdown menu at the bottom of any email you are composing or at the top as any email you are reading. In, go to Settings > Mail > Customize actions, and check the box next to the Filevine logo under both “Message surface” and “Toolbar.” In, create an action shortcut to access the app faster. You can also close the add-in by clicking on the “x” in the top right corner. To un-pin the add-in, click the pin icon again. When the add-in has been pinned, it will remain open as you switch between emails. In Outlook desktop, you will see the Filevine logo in the top bar next to “Get Add-ins.” Click the logo to open the add-in, and then pin it by selecting the pin icon in the top right corner. Once you have installed the add-in, it is recommended that you either pin it or create an action shortcut, which will help you access the add-in faster. Enter the login code to finish signing in. That verification code will be sent to the mobile number configured within Filevine. If you are using text message-based multi-factor authentication in Filevine, you will also be prompted for a verification code after logging in. Once your login or domain has been selected, sign in using your Filevine credentials. If you have been instructed to use the “team domain” by Filevine, then you will need to enter the domain of your team in the textbox below. Most users will be either in the United States login or the Canada login, and can click on the matching button. You will be asked to choose your login or team domain. Once you find the Filevine add-in, click “Add.” When the add-in has been added, open it, and you will see it appear on the right-hand side of your screen. In the opened modal, click on the search bar in the top right corner and search for “Filevine.” In the web version, compose a new message, click on the ellipsis icon at the bottom of the message, and select “Get Add-ins” from the dropdown. To install the add-in on desktop, click on the “Get Add-ins” button in the ribbon along the top. Once the add-in has been installed, it can also be used in the mobile app. The Outlook Add-in can be added in either the online Outlook or the desktop version. Reach out to your IT or Email Admin to confirm that you are using Exchange and an Outlook version that runs the Edge browser, and make sure you are running the latest version of Outlook. Users must use either Outlook on the web or the newest version of the Outlook app. ![]() To use the Outlook Add-in, users must have a Microsoft Exchange Server, which will usually require Office 365. Users are able to send any email to a project, where it will appear in the activity feed, and to comment on emails just as they would in the activity feed. Filevine’s Outlook Add-in integration allows users to complete basic Filevine actions without leaving Outlook.
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