If you do not already have the Outlook application on your mobile device or tablet, go to your device's app store and locate the Microsoft Outlook app. Click the Get button to begin downloading the application.
When the application is opened, you will be prompted to add your Microsoft Office 365 email account. Follow the screens to log in to your email.
To ensure the Neos Add-in is installed, select an email from your Inbox and click the three dots button 
on the right of the email.
You should see the Tag Email and Case Info buttons on the top of the menu screen.
If those buttons are not visible, click the More Add-Ins button.
Select the 
icon to add Neos to your list of enabled Add-ins.
NOTE: If the Neos Add-in is not in the list of Add-ins, you must first install it from Outlook Online using the XML file. Refer to Installing and Updating the Neos Outlook Add-In for instructions.
To tag an email or view the case information of a tagged email, click either option on the menu screen and enter your Neos login credentials. Click the Login button to access your firm's Neos data.
NOTE: The Company ID field is case-sensitive, so make sure to enter your user information just as you would to access Neos.
Once you are signed in successfully, you will be redirected to the screen of the button you initially clicked, Tag Email or Case Info.