Email Integrations
Set up the Xakia O365 Outlook Add-In and Gmail Add-On to file emails and attachments, create and manage matters, and save documents to your DMS.
13 articles
- Installing the Xakia O365 Outlook Add-In via the Office 365 Admin CenterDeploy the Xakia Outlook add-in to your whole team from the Microsoft 365 admin center, so users get it in Outlook automatically with nothing to install.
- Xakia O365 Outlook Add-In OverviewFile emails and attachments, create and manage matters, add followers, and attach DMS documents without leaving Outlook using the Xakia Add-In.
- Global Authorization for the Xakia O365 Outlook Add-InMake use of Xakia and Outlook smoother by giving global authorization
- Xakia O365 Outlook Add-In: Understanding and Authorizing PermissionsUnderstand the user-delegated permissions the Xakia Outlook Add-in requests, what each one enables, and the details your IT team needs to approve.
- Migrating to the New Xakia O365 Outlook Add-InA step by step guide of upgrading to Outlook O365 using modern Azure authentication
- Xakia O365 Outlook Filing IndicatorSetting up Outlook to have a column for Filed by Xakia category tag!
- Xakia O365 Outlook Conversation FilingHow conversation filing works, and what is a conversation?
- Xakia O365 Outlook Add-In and DMS IntegrationWhich document management systems the Xakia Outlook Add-in supports (Xakia DMS, SharePoint, NetDocuments, iManage), and which ones support email filing.
- Xakia O365 Outlook Add-In - Save Emails and Documents to SharePointEffortlessly save emails and documents to SharePoint directly from your inbox!
- Xakia O365 Outlook Add-In FAQCommon questions about the Xakia Outlook Add-in: moving from the legacy Add-in, shared mailboxes, permissions, filing indicators, and conversation filing.
- Xakia Authentication with OIDCXakia uses OpenID Connect and OAuth 2 for secure authentication
- Outlook Add-in: Clearing Your CacheClean out anything lurking in your cache to speed up loading times!