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Using the Agiloft Contract Assistant for Outlook

The Agiloft Contract Assistant (ACA) for Outlook can fulfill multiple different functions between Microsoft Outlook and Agiloft. With the ACA for Outlook, you can:

  • Add emails to existing records
  • CC Agiloft in an email
  • Add attachments to an outbound email

To begin using the ACA for Outlook (ACA), click the large A icon on the top right corner of Microsoft Outlook.

If the icon doesn't appear, you need to configure and install the ACA. If the icon appears, but is disabled, open an email or create a new email draft.

Navigating the Agiloft Contract Assistant

The anatomy of the ACAO changes slightly depending on when you open it. The ACA icon is available when you create a new email or when you view an existing email. When you open a new email and click the ACA icon, you have the option to add the email address from a record to the CC field. However, if you open an existing email, you have the option to add that email to an existing record.

When you click the ACA icon while drafting an email, the ACA pane includes the following options. Points of interest are designated by numbers.

  1. The "Search In" field drop-down list shows tables that were selected to work with the ACAO during the configuration process. You can configure multiple tables to appear here; in most cases, the list includes Contracts.
  2. Use the "Search records" bar allows to run a simple text search in the selected table. The text search searches against the fields that were selected during the configuration process.
  3. Select a record from the list of results for an additional section to appear at the bottom of the pane.
  4. Selecting a record causes this pane to appear. The pane shows a few key record fields, based on how the feature was configured. The "Add this Contract as a Recipient" button adds the email address from the selected record to the CC field of the open email.

When you click the ACA icon after opening an existing email, the ACA pane includes the following options. The first three numbers are the same as above, with the only difference in the fourth being the button text.

  1. The "Search In" field drop-down list shows tables that were selected to work with the ACAO during the configuration process. You can configure multiple tables to appear here; in most cases, the list includes Contracts.
  2. Use the "Search records" bar allows to run a simple text search in the selected table. The text search searches against the fields that were selected during the configuration process.
  3. Select a record from the list of results for an additional section to appear at the bottom of the pane.
  4. Selecting a record causes this pane to appear. This pane is configurable to show different fields from the records of whichever table is selected under the "Search In" drop-down list. The "Add to this Contract" button adds the email to the record as a Communication record.