How to Install Plugins
To Install Adviser Cloud Plugins down load required link / links from below:
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:
Select required plugin from the menu as shown below.
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.