Outlook Add-in

The new Outlook Add-In is available to all of our customers using the new Document Management System. If you are interested in using the new Add-In, contact your Centerbase Admin to get it installed on your Microsoft Account. Once installed, you will see a new Centerbase Add-In available in the add-ins section at the top of your Outlook Window. 

The new Add-in is available for both Mac & PC users and can be accessed on both the web and desktop versions of the app. 

*Note: You must be using the “New Outlook” to use the new Centerbase Add-in. Learn more about the new Outlook here.

How to Use the New Outlook Add-In

Step 1: Open any email or draft a new one.

Step 2: Click on the Centerbase icon located in the add-in section. This action will open a right panel with all the add-in functionalities.

The add-in is divided into three sections: Timekeeping, Matter, and General.

Logging In

Step 1: Click on the General section to log into your account.

Step 2: Enter your Centerbase URL (for example, [firmname].centerbase.com) and click Login.

Step 3: A modal will appear prompting you to log in. Use your Microsoft credentials by selecting the Microsoft login option.

After successful login, you're set to start using the add-in.

Configuring General Settings

In the General section, there are two settings to configure:

1. Add a time entry: When checked, the add-in prompts to add a time entry to the email before sending. If not, uncheck the box.

2. Assign to a matter: When checked, the add-in prompts to assign a matter to the email before sending. If not, uncheck the box.

Using Timekeeping Feature

All customers using the new add-in will have access to the Timekeeping feature.

Step 1: If using the Automatic Time Capture feature, the timer starts automatically when active in an email (drafting a new email, editing a draft, or replying/forwarding an email).

Step 2: Manually start and stop the timer at your convenience. The Outlook add-in timer is tied to the Global timer, preventing accidental double billing.

Step 3: To save a timer, click on Add new time entry, fill in any relevant details in the time entry modal, and click Save.

Step 4: If the timer isn't saved as a time entry, add time entry details later by going into your Billable Events Dashboard in Centerbase.

Using Matters Feature

The new Matters section allows saving emails to specific Matters in the system.

Step 1: Click on the Save button and select a matter to apply to the document.

Step 2: Once saved, the email appears under the Doc Management>Emails section of that matter and can also be found in the SharePoint site for the matter.

Note: It's recommended to uninstall the old Centerbase Add-In before using the new one.