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Installing the Agiloft Contract Assistant for Outlook

There are two main ways to install the Agiloft app. There is also a third way to install the app, but that option should only be considered if the two preferred methods are not possible. If you've followed either of the processes below to install the app, and it still isn't appearing in Microsoft Outlook, sign out of O365 and then sign back in. The following options are only compatible with Release 23 and beyond. To install the app, you can either:

  • Have an admin centrally deploy the app using AppSource and an O365 Access group. This is the preferred method.
  • Download the app individually from AppSource. 

If you are unable to complete either of the preferred installation methods, there are alternative methods you can follow to install the app using either a URL in Release 23 and beyond, or a manifest file in previous versions such as R22.

Preferred Installation Methods

The following sections contain information about the two preferred installation methods. Both of these methods involve accessing the app from AppSource. If you don't see the Store tab in the MS Addin manager, you may need to turn on connected experiences in order to access AppSource. If the app is installed for you, you may need to turn on connected experiences in order to view the app. This AppSource method is only available in Release 23 and beyond. If you are not running R23, or cannot access AppSource, visit the Alternative Installations section.

O365 and AppSource

The recommended way to install the Agiloft Contract Assistant for Outlook is to have an admin centrally deploy the app using AppSource and an O365 Access group. In this method, an admin downloads the app from AppSource, and then distributes it to specific users. To install, log in to O365 as an admin and follow Microsoft's how-to documentation on deploying add-ins in the admin center. However, steps 3 and 4 require more context:

  1. Once you get to step 3 in the Microsoft documentation, click Choose from Store.
  2. Search for Agiloft and click the app.
  3. Click Add.
  4. Click Continue.
  5. Proceed to step 5 of the Microsoft documentation.
    1. Under Assign Users, if this is the initial installation, you should usually choose either "Just me" or "Specific users/groups" instead of "Everyone" in order to test the app before full deployment. Testing with a small group of users usually consists of a small set of business stakeholders or users from your IT department.
    2. Under Deployment Method, you can choose if the app will appear by default, or if designated users need to install it.

If you chose the "Available" option in step 6b, your users need to complete an additional process for the app to appear. If you chose a different option, it can take up to 24 hours for the app to appear on user ribbons.

  1. Open Microsoft Outlook.
    • For Desktop, open the Home ribbon and click Get Add-ins on Mac or Browse Add-ins on PC.
    • For Web, click the three dots found on the far-right of an email message and click Get Add-Ins.
  2. Click Admin-managed.
    My add-ins
  3. Click the Agiloft app and click Add.

Individual AppSource

You can install the Agiloft app for Word by visiting AppSource from either Word or the web, and to download Agiloft Contract Assistant for Microsoft Outlook. This is only available in R23. However, the O365 and AppSource method is highly preferred.

Alternative Installation Methods

The other recommended way to install the Agiloft app using a URL or manifest file. This can be done using O365 or can be done individually. 

O365 Alternative

The IT professional who receives the custom manifest file must have Admin access to their company's O365 account. You can find information on how to install the app in Microsoft's how-to documentation on deploying add-ins in the admin center. However, step 3 requires more context:

  1. Once you get to step 3 in the Microsoft documentation, click Upload custom apps.
    1. If you are using a manifest file, upload the correct manifest file
    2. If you are using a URL, paste this URL https://outlookaddin.agiloft.com/manifest.xml
  2. Click Upload.
  3. Proceed to step 5 of the Microsoft documentation.
    1. Under Assign Users, if this is the initial installation, you should usually choose either "Just me" or "Specific users/groups" instead of "Everyone" in order to test the app before full deployment. Testing with a small group of users usually consists of a small set of business stakeholders or users from your IT department.
    2. Under Deployment Method, you can choose if the app will appear by default, or if designated users need to install it.

If you chose the "Available" option in step 6b, your users need to complete an additional process for the app to appear. If you chose a different option, it can take up to 24 hours for the app to appear on user ribbons.

  1. Open Microsoft Outlook.
    • For Desktop, open the Home ribbon and click Get Add-ins on Mac or Browse Add-ins on PC.
    • For Web, click the three dots found on the far-right of an email message and click Get Add-Ins.
  2. Click Admin-managed.
    My add-ins
  3. Click the Agiloft app and click Add.
To use this installation method, ensure that the group in question is selected in the REST groups multi-choice field at Setup > System > Manage Web Services.

Individual Installation with URL

Follow these steps to install the app on just one computer. Note that the steps referencing the URL apply only to release 23 and up.

  1. Copy this URL: https://outlookaddin.agiloft.com/manifest.xml
  2. Open Microsoft Outlook.
    • For Desktop, open the Home ribbon and click Get Add-ins.
    • For Web, click the three dots found on the far-right of an email message and click Get Add-Ins.
  3. Click My add-ins.
    My add-ins
  4. Scroll down the page and click Add a custom add-in.
    Add a custom add-in
  5. Click Add from link.
  6. Paste the URL from step 1 into the URL field.
  7. Restart Outlook. Make sure the Agiloft icon appears. Make sure the Agiloft 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.
    Agiloft icon

Individual Installation with Manifest file

Follow the steps below to get the app to appear on the Home ribbon of Microsoft Outlook. This is the current installation method for users running R22.

  1. Make sure you have a copy of the manifest file saved in an easily accessible location. This should have been distributed by your IT team.
  2. Open Microsoft Outlook.
    • For Desktop, open the Home ribbon and click Get Add-ins.
    • For Web, click the three dots found on the far-right of an email message and click Get Add-Ins.
  3. Click My add-ins.
    My add-ins
  4. Scroll down the page and click Add a custom add-in.
    Add a custom add-in
  5. Click Add from file...
  6. Locate the manifest file and select it.
  7. Restart Outlook. Make sure the Agiloft 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.
    Agiloft icon