Installing from Outlook in Windows

This topic describes how to configure the add-in from Outlook in Windows.

To install from Windows:

1.

If your Administrator has installed the add-in as Optional - Enabled by default, or Mandatory, always enabled, and you have logged into Outlook via portal.office.com, the add-in should be present when you open your windows install of Outlook (Office 2013 and newer).

2.

For environments where the admin has made this add-in Optional, disabled by default, or if you have not opened Outlook from portal.office.com, you need to manually install the add-in using the following instructions.

3.

Open the Outlook application (2013 and newer) on your Windows desktop.

4.

In the upper left, click File.

5.

Scroll down until you see Manage Add-ins. If the Manage Add-ins tile is missing, it is likely that Outlook Web Access has been disabled in your environment. Speak with your Exchange administrator about enabling this functionality.

6.

Click Manage add-ins. It takes you to a login for Office 365.

7.

Log in to Office 365.

8.

After you log in, if your administrator has installed the add-in in Exchange and you have rights, you see the option Manage add-ins.

9.

Click Manage add-ins.

10.

Select the ClientSpace for Outlook add-in option.

11.

When you return to Outlook and have an email selected, you see the icon for the add-in in your toolbar .

For the procedure on how to create activities, cases, and tasks from the Post To ClientSpace page, see Creating Activities, Cases, Tasks, and Claim Notes from Outlook.