Add-in Installation Guide

            Matter365 transforms Office 365 into a matter centric practice management service. To do this we have a couple of add-ins that need to be set up. One is to enable you to use our service in Outlook. The other will be installed in your Microsoft Office.
            Before starting the setup, please check that you have an Office 365 Business account. These include Office 365 Business Premium, Enterprise E3 and Enterprise E5.
            Matter365 add-ins can be set up only with the account of Office 365 administrator in your company. If you are a solo attorney that will most often be your account. In other cases, it may be the person that manages Office 365 for your company.
            Now that you have the Administrator account access please follow the instructions below.

            The add-in files attached at the bottom of this article are:

            Open Office 365 Admin panel.
            Office 365 home screen
            Expand Settings menu on the left hand side and click on Services & add-ins link.
            Office 365 Admin Panel
            Click   to upload one of the files attached in this article. After you finish deploying one of the add-ins, you can repeat the process to enable the other one as well.

            Side menu should open with add-in configuration:
                  - Select I have the manifest file (.xml) on this device and attach the file
                  - Define who can access the add-in. Either select Everyone or define groups for whom do you wish to enable the Office add-in.
            Success! Office add-in is now available to all of Matter365 users of your organization.
            You can now repeat this process to upload the other manifest file to enable the other add-in as well.

            Final look of the page, after add-in is added

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            Updated: 26 Jun 2019 09:53 PM
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