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Getting Started with the Outlook Integration

Install the Xakia O365 Outlook Add-In on desktop or web, then create matters, file emails and documents, and manage matters without leaving Outlook.

What you can do

Once the Add-in's installed, you can:

  • Create matters in minutes, or use a template to move even faster

  • Search your existing matters and open the details of any one

  • Manage a matter without leaving Outlook: add status notes and key dates, assign tasks, and save the related email and documents

For Azure users: global authorization isn't essential, but it makes the Add-in much easier to use. Read how to set up global authorization.

Installing on the desktop app

To install:

  1. Open Outlook

  2. Click Get Add-ins in the ribbon

  3. Use the search bar in the top-right corner to search for "Xakia", then select the Outlook for Xakia app

  4. Select Add to install

Once it's installed, open the Add-in by:

  • Clicking an email in your inbox, then clicking the Xakia button on the ribbon, or

  • Selecting the Xakia button on your navigation ribbon

The first time you open the Add-in, you may be prompted to log in. Click Sign In and use your usual Xakia account details.

When you close and reopen the Add-in panel, you may need to log in again. Pin the Add-in using the pin icon in the top-left to keep the panel open and logged in, even as you switch between emails.

Installing via the web

To install:

  1. Go to outlook.office.com and open your inbox

  2. Click New Message on the left

  3. Click the ellipsis menu near the bottom of the new message, next to the Send and Discard buttons

  4. Select Get Add-ins

  5. Use the search bar in the top-right corner to search for "Xakia", then select the Outlook for Xakia app

  6. Select Add to install

Once it's installed, open the Add-in by clicking an email, clicking the ellipsis menu in the top-right, then selecting Xakia for Outlook.

The first time, click Sign In and use your usual Xakia details. If you're already logged in to Xakia in another tab in the same browser, you won't need to log in again.

Installing the Add-in on desktop automatically pushes it to all platforms, so you only have to do it once.

Troubleshooting

If you see a "Something went wrong" error when installing the Add-in, check with your IT team that you have the "My ReadWriteMailbox Apps" permission in the Exchange admin center. This permission is required to install the Add-in.


Still stuck? Read the Outlook Add-In FAQ.

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