How To: Implement the Outlook Plugin

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. Add the plugin to your outlook:

For the Outlook Desktop App:

Press Home:

Then press Get Add Ins:

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  • Search for "Adviser Cloud Assistant" via the search box.
  • Press Add

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The plugin should then be displayed as below when you click on mail:

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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.

 

 

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