New Newforma Addin for Outlook

Creation date: 01/12/2022 14:35    Updated: 05/12/2022 12:38   newforma newforma outlook addin outlook addin
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. 
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