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Agiloft Contract Assistant for Outlook

The Agiloft Contract Assistant (ACA) for Microsoft Outlook integrates Agiloft's capabilities with Microsoft Outlook. When installed on Desktop, the ACA for Outlook appears on the far right-hand side of the Home tab as a large A icon. When installed on Web, it can be found using the three-dot menu on the right-hand side of an email near the Reply buttons. The ACA for Outlook is compatible with all versions of O365. The ACA for Outlook can be used to:

  • Add email information such as attached files and text content to existing records in Agiloft
  • Send attachments from Agiloft in outgoing emails
  • Record third-party email correspondences automatically

For more information on the ACA for Outlook, visit the following pages or watch the demo on YouTube. This demo contains information about configuring and using the ACA for Outlook.

Currently, customers using on-premises servers do not have access to the R23 version of the ACA. Customers that use Agiloft-managed servers do have access to the R23 version.