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Pinning the Neos Outlook Add-in

Accessing the Neos for Outlook Add-in is even easier when you pin the add-in to your new Outlook reading pane. If your firm's 365 administrator has deployed the Neos for Outlook add-in through the admin center, it may already be visible.

To pin the Neos for Outlook add-in:

  1. Sign in to New Outlook desktop and select an email.

  2. Click the three dots to the right of the email and select Customize Actions.

  3. On the Customize reading pane actions window, select the Neos for Outlook checkbox. If your firm has deployed the add-in through the admin portal, this may already be selected.

  4. Click the Save button to save changes.

Notice the Neos iconon received emails and in the Add-ins menu on the Message tab of a new email.

NOTE: If you do not have access to "Customize actions", open the Apps menu on a selected email and right-click the Neos for Outlook add-in. A "Pin" option should be available.

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