Installing the add-in from the app will allow future updates to occur automatically without intervention. Firm Administrators that have a Microsoft 365 Global Admin account can deploy and manage the Neos for Outlook app for all users. Refer to Deploy add-ins in the Microsoft 365 admin center for the full process from Microsoft, using the "Deploy from the Store" option. Once the add-in is deployed, it will be available for all users in Outlook Online and Desktop; however, you may need to relaunch Microsoft 365 to view the add-in icon in the ribbon.
NOTE: It may take up to 24 hours for the Neos for Outlook Add-in to appear in Outlook.
If your firm's Global Admin does not deploy the app, these installation instructions must be performed by each individual Neos user.
Once installed for each user, the add-in will be updated automatically. After a release, users may be automatically directed to the login screen where they should enter their Neos credentials to continue using the Outlook Add-in. In addition, each user must have their Office 365 email connected in their Neos Staff Profile to tag emails, attachments, and appointments.
Emails can only be tagged through the Outlook Add-in from the associated mailbox that is linked to the Office 365 account activated on the user's staff profile.
NOTE: While firms can continue to use their existing Outlook add-in, it is recommended to remove the previous add-in and download the Neos for Outlook app from the Microsoft AppSource (which can be downloaded manually or deployed through the Admin Center).
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 the user environment, we recommend New Outlook.
Follow these instructions to download the Neos for Outlook add-in:
From Outlook Web
Close your desktop version of Outlook.
https://appsource.microsoft.com/en-us/product/office/WA200007555?tab=OverviewClick to open the Neos for Outlook Apps page.
Click the Get it now button.
The following window will briefly display.
Click Continue to install the Neos for Outlook application.
A success message will display in the current tab. Click the blue button to open Outlook Web.
The installed add-in will be listed in your list of apps (More apps > Add apps > Manage your apps). As mentioned above, it may take up to 24 hours for the Neos for Outlook app to appear in your app ribbons.
After the Outlook add-in has been installed, re-open your desktop version of New Outlook to ensure that the add-in is visible when an email is selected. If it is not on the ribbon as shown below, click the four-square Apps button to select it from More apps.
Outlook Privacy Settings
If you do not see the Neos for Outlook app in New Outlook Desktop, refer to the following steps for confirming your Outlook privacy settings:
In New Outlook, click the Settings (gear) icon in the upper right.
Select General > Privacy and data, and then click the Privacy settings button.
On the Privacy Settings window, ensure the Turn on optional connected experiences slider is enabled. Click the Close button to close the window.
Add-in Update
If you are not seeing the most recent changes to the Neos for Outlook Add-in:
In New Outlook, navigate to More Apps
> Add Apps.Select the Manage your apps option on the bottom left of the window.
Click the Neos for Outlook Add-in, then click the blue Open button. This will refresh the add-in.
Navigate to the add-in like normal (you may need to log in again).
To force the Neos for Outlook Add-in to update and clear the cache:
New Outlook Desktop
Close New Outlook.
Copy and paste the following folder name into the Search bar on your computer:
%LOCALAPPDATA%\Microsoft\Olk\EBWebView\Default\
Click Open to display the folder.
Open each folder for Cache, Code Cache, and Service Worker and delete everything inside. Do not delete the folders themselves.
Reopen New Outlook and check that you have the newest version of the add-in.
Classic Outlook Desktop
Close Classic Outlook.
Copy and paste the following folder name into the Search bar on your computer:
%LOCALAPPDATA%\Microsoft\Office\16.0\Wef
Click Open to display the folder.
In the Wef folder, select all folders using Ctrl + A.
Then, hit the Delete button or right-click > Delete to clear all items in the cached folder.
Open Classic Outlook and check that you have the newest version of the add-in.
Remove Outlook Add-in
To remove the Outlook add-in:
New Outlook Desktop:
a. All Apps > Add Apps > Manage your apps
b. Select the More options button next to Neos for Outlook and click the Remove option.
Outlook Online:
a. More apps > Add apps > Manage your apps
b. Select the More options button next to Neos for Outlook and click the Remove option.
