Setting Up the Outlook Add-in

In this article:

• How-To Video
• Setting Up the Add-In

Actionstep offers an add-in that will work with Outlook 365—either the desktop or web version. Using this add-in, you can save emails and their attachments to matters in Actionstep as well as create file notes, tasks, contacts, and time entries. This article shows you how to install and set up this add-in. See Using the Outlook Add-In for help working with the add-in.

How-To Video

Setting Up the Add-In

There are three parts to setting up the add-in:

• Part 1: Installing the Actionstep Add-In
• Part 2: Linking Outlook to Actionstep
• Part 3: Linking Actionstep to Office 365

Part 1: Installing the Actionstep Add-In

The first step is to install the add-in for your version of Outlook—desktop or web-based.

To install the add-in using the desktop version of Outlook:

1. In Outlook, click the Home tab. 
2. Click Get Add-ins. The Add-Ins page appears.
3. Search for Actionstep for Outlook and then Add it. 
4. Once the Add option changes to Added, close the window. 

You can now access the add-in by going to the Home tab of the Outlook ribbon. The Actionstep section is added near the end of the ribbon. 

To install the add-in using Outlook Online or New Outlook:

1. Launch Outlook in your web browser. 
2. In the menu bar on the left side of the page, click the More Apps icon.  A pop-up window appears.
3. Click Add Apps. The Apps page appears.
4. In the Search apps and more field, enter Actionstep for Outlook. 
5. Click the Actionstep for Outlook tile when it appears. 
6. Click Add followed by Got it.

To access the add-in, while viewing Outlook in your browser, select an email in your list and click the Apps icon in the top-right corner of the message. Then select Actionstep for Outlook. 

Part 2: Linking Outlook to Actionstep

In this step, you will authorize your Outlook add-in so that it is connected to your Actionstep sign-in.

To do this: 

1. From Outlook, select an email.
2. On the Home ribbon, click Open Actionstep. 
   TIP:  To ensure the Actionstep add-in is always displayed, click the pin icon in the top-right corner of the Actionstep panel.
3. Click Log in and then enter your Actionstep sign-in credentials.
4. Verify access by clicking Grant Access. 

Part 3: Linking Actionstep to Office 365

The last step is to set up the Outlook add-in for Actionstep so that it can connect to your own Office 365 account. During this step, you will access your profile in Actionstep.

To do this:

1. In Actionstep, click your profile link in the global navigation bar. The My Profile page appears.
2. In the Email mailboxes section, click Add an Office 365 Mailbox. The Microsoft sign-in workflow appears.
3. Complete this workflow using your Office 365 credentials.
4. Once you've completed these steps, return to the Actionstep add-in in Outlook and click Reload. 

The Actionstep add-in for Outlook is now installed and ready to be used. See Using the Outlook Add-In for help.