Once enabled, the Newforma addin will appear on the Outlook Ribbon

Click the "Sign in" button to open a single sign on page.
Select an email once you've signed in and click on the "Newforma" addin. From here you'll see a list of all of your projects along with some suggested projects at the top.

From here you can file the email directly in the selected projects. If you have a conversation selected it will automatically file all of the conversation.

You can pin the Newforma addin by clicking the pin at the top right of the Newforma addin window.