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:
Then press Get Add Ins:
- Search for "Adviser Cloud Assistant" via the search box.
- Press Add
The plugin should then be displayed as below when you click on mail:
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.
Please sign in to leave a comment.