Centralized Deployment is the most efficient way for firms to provide users seamless access to the Neos Outlook Add-in for both online and desktop applications. Once your firm's Microsoft 365 Administrator has deployed the Neos Outlook Add-in, use this article to ensure access to the add-in via Outlook Online and Outlook Desktop. Users may receive an email notification when they have been added to an add-in group, depending on your firm's SharePoint configuration.
Click here for more information on accessing deployed add-ins in Microsoft applications.
NOTE: Users should close Outlook Desktop and may need to relaunch Microsoft 365 to view the deployed add-in. It may take up to 24 hours for the Outlook add-in to be available for users.
Load Neos Outlook Add-in - Outlook Online
Click https://aka.ms/olksideload to directly access the Add-Ins for Outlook window.
Select the Admin-managed tab. The Neos Outlook add-in should be located here.
To access the Neos Outlook Add-in, select an email and click the Apps (four square) button on the top right.
Click the Neos add-in from the popup window.
The available Neos add-in options will display.
Refer to Accessing the Neos Outlook Add-in and Tagging Outlook Emails and Attachments to Neos for using the add-in.
Load Neos Outlook Add-in - Outlook Desktop
Once you have confirmed that the Neos Outlook Add-in has been deployed, it should also be available in Outlook Desktop, on the Home ribbon under Group Actions. As noted above, the add-in may take 24 hours to display in Outlook.
NOTE: To access the newest Neos Outlook Add-in features in Outlook Desktop, you must be using "New Outlook".