NOTE: The Neos for Outlook app must be downloaded from the Microsoft
AppSource either by each individual Neos user or deployed through your Firm's Microsoft 365 Admin Center. Refer to Download the Neos Outlook Add-In for details.
NOTE: If your firm has enabled Two-Factor Authentication, you must satisfy 2FA requirements before logging into the Neos for Outlook Add-in.
Accessing Neos for Outlook Add-In
This section describes how to locate and access the Neos for Outlook Add-in.
We support the use of both New Outlook and Classic Outlook. The Neos for Outlook Add-in is rigorously tested by both Assembly Software and Microsoft to ensure that it is compatible across various Outlook Classic versions in order to be published to the Microsoft Store.
NOTE: There could be instances where Classic Outlook produces firm or user-specific issues that are caused by variables outside our control, such as unsupported view settings or firewall control. If an issue is determined to be caused by user environment, we recommend New Outlook.
From New Outlook Desktop
The installed Neos Outlook Add-in must be accessed from your desktop Microsoft Outlook using New Outlook.
The New Outlook can also be added for Mac users. Refer to the Outlook for Mac article for more details.
Open your Outlook and select an email. Click the Apps (four square) button on the top right of the selected email. Select the installed "Neos for Outlook" add-in.
You can also add the Neos for Outlook add-in to the email actions menu.
Click the More actions (three dots) button and select the Customize actions option.
Select the checkbox next to "Neos for Outlook" and click Save. A preview of your selections will display at the top.
From Outlook Web
The Neos for Outlook Add-in can be accessed from your Microsoft Outlook Online.
Sign in to your Outlook 365 account via mail.office365.com.
Select an email. Click the Apps (four square) button on the top right of the selected email. Select the installed "Neos for Outlook" add-in.
You can also add the Neos for Outlook add-in to the email actions menu.
To do so, click the More actions (three dots) button and select the Customize actions option.
Select the checkbox next to "Neos for Outlook" and click Save. A preview of your selections will display at the top.
Connect to Neos
Whether accessing the Neos for Outlook Add-in from Outlook online or from New Outlook desktop, you will need to sign in with your Neos credentials when any of the add-in options are clicked (for the first time).
With the Neos for Outlook app, you will notice a new landing page. This introduction page will only show the first time you access the app.
Click the Login button. The login screen has been updated to match Neos with the Company ID first, followed by the Username and Password fields. Staff can enter their Neos credentials to log in to the Neos for Outlook Add-in.
Company ID – Enter your Neos Company ID
Username – Enter your Neos Username
Password – Enter your Neos Password
NOTE: Single Sign On is not supported in Classic Outlook Desktop but can be used with New Outlook Desktop and Outlook Online.
Click the pin icon to always pin the Neos pane to an email when viewing in full screen. Remove the pin by clicking the pinned icon
.
Sign in with Microsoft
Staff have the option to sign in to the Neos for Outlook Add-in using their Microsoft 365 credentials.
NOTE: Sign in with Microsoft is only present in New Outlook.
Click the Sign in with Microsoft button. If you are already logged in to Microsoft, enter your Neos Company ID to be immediately signed in to the Neos for Outlook Add-in.
2FA Login
If your firm has enabled Two-Factor Authentication (2FA), you must complete the following steps to access the Neos for Outlook Add-in. Refer to Two-Factor Authentication By Staff for more details.
After your Neos credentials are entered and the Login button has been clicked, you will be directed to the Two Factor Authentication screen. Select either your mobile phone number or email address and click the Send Code button.
NOTE: A Mobile phone number and/or Email must be saved to your Staff Profile to receive an authentication code. If neither exists and 2FA has been enabled globally in Firm Preferences, you will be prompted to add a Mobile phone number. Log in to Neos to complete this step. Once saved, return to the add-in to send/receive an authentication code.
Retrieve the six-digit single-use authentication code from either your mobile device or email and enter it into the following screen. Select the Do not ask again for 30 days check box if you wish to be remembered on this device. You will not need to perform 2FA for 30 days. Click the Login button to access the Outlook add-in.
NOTE: Authentication codes are only valid for 1 hour. If you have misplaced your code or if the authentication code has expired, click the Request another code link.
