10c. How to Install the Outlook Add-In

Before you can use the Outlook add-in, you must first download it from the web portal.

To download the Outlook add-in:

  1. Click the Download App button in the web portal. The Download page displays.
  2. In the Download page, click the Outlook button. The file will start to download, or you will be prompted to save the file, depending on your browser type.
  3. When the file finishes downloading, make sure Microsoft Outlook is closed, and click the installation file. The Setup Wizard opens.
  4. Click the Next button to start the Setup Wizard.
  5. In the License Agreement screen, click the I accept the agreement radio button if you accept the license. Then, click the Next button to continue.
  6. In the Installation Directory screen, select the location where you want the installation files to reside on your local machine. In most instances, you can accept the default location. Click the Next button to continue.
  7. In the Ready to Install screen, click the Next button to begin the installation process.
  8. When the Setup Wizard completes, click the Finish button.