Use Outlook plugin

This article applies to BOOST EMPOWER licenses

Purpose of the article

Archiving, classification, ticketing, and stamp features are also available in your Microsoft Outlook email tool. This article describes how to use the Outlook Add-in.

Prerequisite

This feature requires that the Outlook Add-in has been previously deployed by your site administrator (see Déployer le plugin outlook à partir du centre d'administration Office 365) or configurer le complément Outlook yourself if you have the appropriate rights. Please contact your administrator if in doubt.

It is also necessary to Enable Outlook plugin beforehand  .

New email

When you receive a new email, it is not yet known to Cooperlink. The add-in shows you the available actions. Select the desired action.

Tag an email

Select the Tag action. The add-in displays a form. Select the desired space.

The email is now archived in Cooperlink. The add-in displays the linked space as well as the collaborative information.

Create a new task on a collaborative email

Once the email is created, click Add Task. The add-in adapts to allow you to create a new task in Cooperlink.

The newly created task appears as a linked task in the add-in.

By clicking on the task, you are automatically redirected to the Cooperlink app to access detailed information.

Apply a stamp

This is described in a separate article: Appliquer un tampon (plugin Outlook).