Integration of Microsoft Products to Adviser Cloud (Letters, Spreadsheets and Emails)
Plugins can be downloaded from within the adviser cloud toolbar as shown below or downloaded by the link provided below.
Note: If you'd like further information on how to download the plugins please see our separate plugin article.
Configure the plugin into the Quick Access Bar within the Microsoft programme as shown below.
Toolbar will have a circle icon like the one shown below
How to use within Word & Excel once plugin installed:
Step 1 - Save directly from Excel / Word to a client’s file
Create or open a Word Document or an Excel spreadsheet in the programme and simply click file and then use the "save to cloud icon"
Step 2 - Search for a client
Search for the relevant client within Adviser Cloud to Save the document / spreadsheet to.
Step 3 - Choose a folder
Choose an existing client, or create a new one to save document / spreadsheet to.
Step 4 - Final checks
Ensure you have chosen the correct client and the correct document before you click the Green save button.
You will then be shown a completion box like the one shown below.
Saved to Cloud
Your Document is now saved into Adviser Cloud onto the selected client. Example below.
How to use within Outlook once plug in Installed.
Download Plugin from link: https://plugin.advisorcloud.co.uk/OUTLOOK/setup.exe
Or click settings and then plugins tab from tab and choose Outlook.
Once downloaded please restart outlook. Once restarted you will get a new tab within outlook menu bar called Add-ins click this and then choose Read email - you can then select where you wish to save the email to within Adviser Cloud.