Outlook Plugin | How do I install the Outlook Plugin V2?

Overview

Xplan offers an Outlook plugin that allows you to quickly and easily save a copy of email correspondence as a File Note that is linked to a client or user entity.

Once the Outlook plugin is installed, you select an email and then activate the plugin. A pop-up displays where you set the details for the Note to be created, including visibility settings and Note Type and Subtype. The Note Subject is pre-filled with the email Subject, while the content of the email is saved as the body of the email.

When the Note is saved, a unique reference for the source email is stored. This allows Xplan to track subsequent correspondence in the email thread. If the plugin is run on a later email in the thread, such as a reply from a client, Xplan will add the content of this email to the existing Note. This allows a single Note to hold the entire contents of an email conversation between multiple parties.

IRESS has recently released a new version of the Outlook Plugin that can be used through the Outlook App, or through the Outlook web browser version.

 

1. How to Install Outlook Plugin V2

Step1:

Open a new window tab, copy and paste the URL: https://outlookplugin.iress.com.au/manifest.xml

This URL will lead you to the below XML file, right click your mouse and click "Save as" to save it to somewhere you know on your computer.

 

Step2:

Open outlook =>File => Manage Add-ins. Outlook website version will then pop up.

  • Within the Outlook app, go to File → Options: Manage Add-ins
  • For Outlook 2019+ or Office 365 go to your Account page and select Manage Add-ins
  • By selecting this option, you will be redirected to the Outlook Web App page.

On this page;

 

  • Switch from All to My add-ins
  • Select Add a custom add-in near the bottom of the page
  • Select Add from URL.

 

 

Step3:

Select My add-ins => Add a custom add in => Add from file

 

Step4: Add the file you saved from step1.

Then click install. 

 

 You will be notified when the add-in has been installed, and that the new plugin is now linked to your email account.

 

 

2. How to use the Outlook Plugin

Step1:

Open your Outlook desktop version=>double click the email that you wish to file to Xplan=> Click the "All Apps" icon on the top bar

outlook plugin

If you are using "New Outlook" version, find the "All Apps" icon from below area

outlook 6

Step2:

Click the "File to Xplan" button

outlook

 

Step3: Log into the Outlook Plugin

When you log into the plugin for the first time you are required to add the following details: Your Xplan URL (the plugin will retain this information)

 

  • URL:https://cwt.xplan.iress.com.au or 

         https://compass.xplan.iress.com.au

  • Your Xplan username and password 
  • Onetime pin: The security code from 2FA

 

Step4: File to Xplan

Select the entity status=>Input entity ID or client name=>Search

outlook 1

 

=> Scroll down to see the client search result=>Select the client=> Next

outlook2

 

=>Fill out the file note details=>Next

outlook 3

=>Click "File"

outlook 4

Done!

 

 

3. Outlook Plugin Preference Setting

To configure your default options when saving emails as file notes.

Click on your User's name > 'My Preferences'

 

Email plugins > Settings

From this page, you will be able to set the default entity status when searching for clients through the plugin, default not Type and SubType, permissions and tasks defaults