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Configuring the Agiloft Contract Assistant for Outlook

Before you begin configuring the Agiloft Contract Assistant for Outlook, it is recommended that you set up inbound email. For more information, visit Inbound Email Accounts. Any functions in the wizard that are not mentioned in this guide are currently not available, but will become available at a later date.

Permissions

Anyone who needs to use the app must be granted access to REST services. Click the Setup gear icon and go to System > Manage Web Services. In Groups Allowed for REST, select all the groups of users you intend to give access to. Hold the Ctrl key to select multiple groups.

Additionally, make sure that users have at least create permissions for all of the tables included in the configuration wizard.

Configuring the Agiloft Contract Assistant

To configure the app:

  1. Click the Setup gear in the top-right corner and go to Email and SMS.
  2. Under ACA for Outlook, click Configure ACA for Outlook. This brings you to the main page of the configuration wizard.
  3. For each table you want to include in the app, click New under Table Configurations. This brings you to the General tab. Using the first drop-down list, choose the table that you'd like to use: records from this table appear in the app in Outlook. If you downloaded Agiloft after April 2021, the Contract table is listed under Table Configurations by default.
    Main table selection
  4. Under Add-in layout, choose the record fields you'd like to display as representation for records in the app in Outlook. It is usually best practice to select an ID field for the first option. Some other common options are fields that refer to titles, names, and workflow states.
    UI field choices
  5. Under Inbound Email, choose whether to allow email addresses from records in this table to be added to the CC field of an outgoing email.  
    1. If you select the checkbox, you can choose an inbound email from the drop-down list or click New inbound email. For information on setting up inbound email, visit Inbound Email Accounts.
      New inbound email
    2. If you do not select the checkbox, you can click New email rules to create an email rule that pushes an inbound email similar to how it would be pushed from the app in Word to the Agiloft KB.
      New email rules

      Inbound email is recommended but not required; setting up inbound email is useful if you want to send an email to a third party and have their replies automatically recorded in Agiloft.

  6. Navigate to the Attachments tab. Using the first drop-down list, choose the table that holds files you'd like the to access with the app. This is generally the Attachments table. The choice in this field determines the fields that are available in the two additional drop-down lists when they appear. 
  7. From the second drop-down list, choose the field that holds the files you'd like to access with the app. This is generally the Attached File field.
    Attachment and Attached File choices
  8. Next, select the field that links the table you selected in step 6 with the table you selected in step 3. The table name in the description for this option changes to reflect the table you chose in step 3. The example shows the Contract table.
    ID choice
  9. Click Save. If you would like to add more tables, restart this process at step 3.
  10. Under Users can send Attachments, choose whether or not users are able to send Attachments with the app.

The remaining two steps are for Agiloft versions r22 and earlier: r23 now uses a universally-applicable URL for installation.

  1. Under Manifest Download Version, choose whichever option has "stable" in the name unless you have been instructed otherwise.
    Manifest file version
  2. Finally, click Download Manifest file to get a copy of the manifest file. 

For information on installation, visit Installing the Agiloft Contract Assistant for Outlook.