Installing Plugins

                                                

How to Install Plugins

 

To Install Adviser Cloud Plugins down load required link / links from below:

https://plugin.advisorcloud.co.uk/EXCEL/setup.exe

https://plugin.advisorcloud.co.uk/WORD/setup.exe

https://plugin.advisorcloud.co.uk/OUTLOOK/setup.exe

 

Click Save

 

 

 Click Run

 

Once Download Complete you will be shown a screen like the one below.

 

 

Once Downloaded - Configure the plugin into your quick access toolbar - See how below.

 

Go to File then click Options then Quick Access Toolbar.

 

 

Select 'Save to Cloud' and click Add >> button and then OK button.

 

 

 

 Alternatively plugins can be installed Via the settings tab as shown below:

settings_-_top_menu.PNG

Select required plugin from the menu as shown below.

settings_-_installing_plugins_menu.PNG

Click Green Download button

 Follow Download instructions. Make a note of the Firm Key & Password given.

 

How to Configure API details:

The API settings can be configured by going into the settings section of Adviser Cloud > Plugins > Outlook plugin, here you will find your API key and password as shown below.

 

Then you will need to go to Outlook and go to the add-ins tab > settings and enter your API key and Password.

 

 

 

 

 

 

 

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