To Implement the Adviser Cloud Outlook Plugin, you will need to have Office 365, if you have office 365 then follow the following instructions.
1. Download the following link: Download Here
2. Add the plugin to your outlook:
For the Outlook Desktop App:
Then press My Add Ins:
- Press Add a Custom Add In, then download from a file.
- Then you need to select the file you downloaded above.
- Select install then you can close the tab.
The plugin should then be displayed as above.
For the Outlook Web App:
Press the cog in the top right, then the manage add ins:
Then you can follow the steps as above for the outlook desktop plugin.