Solar Archive Knowledge Base
  • 👋Welcome
    • Solar Archive's Structure
    • Contacting Support
    • Selling Email Archiving
    • White-label / Private Label
  • ⚡Quick Start
    • 1ïļâƒĢCreating a Tenant
    • 2ïļâƒĢSetting up Live Email Feed
    • 3ïļâƒĢImporting Old Email
    • 4ïļâƒĢCreating User Accounts
    • 5ïļâƒĢChecking Live Mail Receipts
    • ✅Finished Setup
    • 🆕Automated Onboarding
      • 1ïļâƒĢAdmin Setup
      • 2ïļâƒĢTenant Setup
      • 🔄Data Import
      • ☑ïļUser Setup
  • 🧑‍ðŸĶēManaging Users
    • User Types
    • Creating Local User Accounts
    • Creating Basic User Accounts
    • Creating Data Guardian User Accounts
    • Creating Privileged User Accounts
    • Searching the User Directory
    • Adding a Delegation Link
    • Adding as Delegate
  • 🧙‍♂ïļManaging Tenants
    • Setting up a T1 Tenant
    • Setting up a T2 Tenant
    • Setting up a T3 Tenant
  • ⚙ïļBasic Configuration
    • Accessing Admin Options
    • Updating Company Information
    • Configuring Outbound Email Settings and Email Alerts
    • Configuring Global Account Settings
    • Managing Mail Server Connections
    • Configuring LDAP Settings
    • Managing Email Domains
    • Managing Email Addresses
    • Configuring Email Collector
    • Configuring SMTP Service Settings
    • Downloading / Emailing System Logs
    • Managing Exclusion Rules
  • ⚒ïļAdvanced Configuration
    • Enabling Premium SSO
    • Configuring OAuth Connection Settings
    • Configuring Google Workspace OAuth and Service Account
    • Configuring Okta
      • Configuring Okta with SAML
      • Configuring Okta with SSO
    • Configuring Advance Company Settings
    • Setting Retention Period
    • Setting Search Date Limit
    • Setting Report Consolidation Period
    • Setting Case Folder Configuration Limits
    • Configuring Global Settings
    • Configuring SMTP Settings
    • Configuring Web Security Settings
    • Configuring System Alert Settings
    • Managing LDAP Search Filters
    • Viewing Company Summary
    • Managing Date Formats
    • Managing Headers
    • Configuring Error Email Respool Settings
    • Configuring De-Duplicated Email Respool Settings
    • Configuring Excluded Email Respool Settings
    • Configuring Windows File Share Settings
    • Tenant Deletion Procedure
    • Adding Custom Scripts to your Archive
    • Setting up Stubbing
    • OAuth Setup with Solar Archive
  • 🗃ïļUsing the Archive
    • 🔎Search
      • Searching your Archive
      • Saving your Search
      • Sharing your Search
      • Filtering Search Results
      • Search (Classic Interface)
    • ðŸ“ĶSpaces
      • Creating a Space
      • Adding to a Space
      • Sharing a Space
    • 📄Results
      • Downloading a Single Result
      • Downloading Multiple Results
      • Printing Results
      • Result Headers
      • Forward Results
      • Restore Results
      • Saving to Space
      • My Archive
    • âģHistory
      • Saved Searches
      • Recent Search History
  • 🔐Legal Hold
    • Creating a Legal Hold Request
    • Managing Legal Hold Requests
  • 🗑ïļAuthorised Delete
    • Requesting a Deletion
    • Managing Deletion Requests
  • 🏛ïļArchive Management
    • ðŸ§ēImporting Data
      • ðŸ“ĨMailbox Reader
        • Creating a New Mailbox Reader Import
        • Monitoring Mailbox Reader Imports
      • 🗂ïļConfiguring Folder Replication
        • Getting Started
        • Configuring a new Connection for Folder Replication
        • Monitoring Folder Replication
        • Completion of Folder Replication Process
        • Using Folder Replication
    • ðŸŽĻBranding
    • 💰Billing
      • Monitoring Usage
      • Submitting Reports
  • 🔌Outlook Add-in
    • Local Add-in Install
    • Centralised Add-in Install
    • Introduction to the Outlook Add-in
    • Searching via the Outlook Add-in
    • Pinning the Outlook Add-in
    • Continuing your Add-in Search on the Archive Interface
  • 🛰ïļRelease Notes
    • 26-01-2024 (v9.4.4-b69-00)
    • 11-10-2023 (v9.4.4-b52-00)
    • 10-05-2023 (v9.4.4-b52)
    • 06-03-2023 (v9.4.4-b50)
    • 20-01-2023 (v9.4.4-b46)
    • 06-05-2022 (v9.4.4-b29)
    • 28-01-2022 (v9.4.4-b21)
    • 09-12-2021 (v9.4.4-b15)
    • 15-10-2021 (v9.4.4-b14)
    • 05-10-2021 (v9.4.4-b12-00)
    • 30-07-2021 (v9.4.3-b8)
    • 18-05-2021 (v9.4.3-b7)
    • 19-02-2021 (v9.4.3-b1)
    • 04-02-2021 (v9.4.2-b20)
    • 15-01-2021 (v9.4.2-b17)
  • OAuth setup with Office 365
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  1. Outlook Add-in

Introduction to the Outlook Add-in

Introduction to the Outlook Add-in

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Last updated 2 years ago

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Within this guide we'll go through an introduction to the Outlook add-in and how to use it.

Interface

The Outlook add-in has an intuitive interface, but we'll run the options and what they do below and the corresponding icon (in emoji form).

ðŸ“Ļ Recents

This is the default option you will land on when opening the add-in. It will display a list of recent emails from the currently selected email's recipient for the past 30 days. You can change if you'd like to see recent emails "From" or "To" this person by clicking the dropdown within the top right.

🔎 Search

The search option allows you to search across your entire archive directly from within the Outlook add-in. It's a very handy tool if you're looking for something quickly.

📎 Attachment

View all your recent attachments to/from the currently selected email recipient. Never forget or lose attachments again.

📅 Calendar

The calendar options allows you to see all previous and upcoming meetings with the current recipient.

The Outlook add-in is a handy tool to have pinned on your side bar. You can also Search your archive directly from within the add-in, we'll be looking at this on the next page.

🔌