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Getting Started with the Outlook Add In for theBOSSapp
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Getting Started with the Outlook Integration for theBOSSapp
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Compose or reply to an email as normal.
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Once the Outlook Add In has been push out to you, the sidebar will appear in your Outlook.\
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Click the Login button and enter your username and password for theBOSSapp.
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Click "Allow Access"
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Click the 'Open theBOSSapp' link to open the sidebar.
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Alternatively, you can click the Add Message to Project button to bring up the sidebar.
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Select either the Projects or Tenders tile and then search for the desired one.\
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If there is no suitable Project or Tender, Click the 'Add to your profile' button to store the email against your personal profile.
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Click the Project that you would like to log the email to.\
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This list will keep a track of up to ten projects that you have used in the past so that you don't have to search every time.
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The green tick will confirm the selected location for your email.
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The message above your email also confirms the location that youre storing the email to.
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Click "Send"
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Click the PIN button to keep theBOSSapp sidebar open.
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