Installing the Agiloft Contract Assistant for Outlook
To install the Agiloft Contract Assistant (ACA) for Microsoft Outlook, you must first have a manifest file for the ACA for Outlook stored on your computer. Refer to Configuring the ACA for Outlook for information on how to configure and download the manifest file. Manifest files can only be configured by admin users, so ensure that other users who may want to use the ACA have access to the manifest file once you've configured it for your company. The file is small, so it is easy to share. For a shareable, comprehensive view of the O365 installation process, consult this document.
There are two main use cases for installing the manifest file. The client receives a zip file containing instructions, scrips, and a manifest file. Then:
- If the client wants multiple users to have access instantly, they publish the manifest file to an O365 access group. The employees of the customer company who would be using the ACA are added to that access group. This is the preferred method, but is not suitable for some customers.
- The client only wants individual installation, each user reads the instructions in the zip file and follows a series of steps to install the manifest file to their local instance of Microsoft Outlook. These steps are explained in further detail in the next section.
If you've followed either of the processes below to install the ACA, and it still isn't appearing in Microsoft Outlook, sign out of O365 and then sign back in.
O365 Group Installation
The IT professional who receives the custom manifest file must have Admin access to their company's O365 account. The group installation process is called centralized deployment. You can find a shareable, comprehensive view of the O365 installation process by consulting this document. You can also find similar information in Microsoft's how-to documentation on deploying add-ins in the admin center. However, step 3 requires more context:
- Once you get to step 3 in the Microsoft documentation, click Upload custom apps.
- Choose the "I have the manifest file (.xml) on this device" option. Upload the correct manifest file.
- Click Upload.
- Skip step 4 of the Microsoft documentation and proceed to step 5.
- To clarify step 5 of the Microsoft documentation: if this is the initial installation, you will likely want to choose either "Just me" or "Specific users/groups" in order to test the add-in individually or among a small group of users, respectively. It's likely the Specific users/groups will consist of a small set of business stakeholders or users from your IT department.
If you'd like to use this installation method, ensure that the group in question is selected in the REST groups multichoice field at Setup > System > Manage Web Services.
Follow the steps below to get the ACA for Outlook to appear on the Home ribbon of Microsoft Outlook.
- Ensure you have a copy of the ACA for Outlook manifest file saved in an easily accessible location.
- Open Microsoft Outlook. For Desktop, from the Home ribbon, click Get Add-ins on the ribbon. For Web, click the three dots found on the far-right of an email message, and click Get Add-Ins.
- ClickMy add-ins.
- Scroll down the page and click Add a custom add-in.
- Click Add from file...
- Locate the manifest file and select it.
- Restart Outlook. Make sure the ACA icon appears either on the Home ribbon for Desktop or as an option under the three dots to the far-right of an email message for Web.