Email - Office 365 Plugin

Similar to 365-Calendar integration, if the firm hosts their email on 365’s servers, then they can take advantage of the O365 Email integration, which allows users to push emails and attachments to Centerbase and tag them to their associated records. 

1. Open the online version of your Outlook 365 email and click the gear in the upper right hand corner. This will bring up a menu, click Manage add-ins.
   
   

2. On the Add-Ins window, select My add-ins and click on + Add a custom add-in
   
3. Select “add from URL….”
   

4. Enter your firm’s URL in the format below
   
   
   
   
5. Hit OK, then Install on the warning.
   
   
   
   
6. You should now see the Centerbase custom add-in installed. Close Add-ins window and go to an email that you would like to tag to Centerbase.
   
   
   
   
7. Click the Centerbase icon that has now appeared on your emails.
   
    

8. Login using your Centerbase credentials.
   
   

9. You may now begin tagging emails to matters, contacts, etc. All that is needed for the add-in to automatically find a record is for the email address of the sender to be associated with that record. i.e. If I want the Client: Mike McDonald to appear in the selection list, then I would need his email address on the client record in Centerbase.
   
   
   
   
10. If there are attachments with the email you are uploading, you can upload that document separately (it will show under the documents tab under the record you are linking to). If you cannot find the record you want to attach the email/attachment to, you can choose “Search more items”.