SuiteFiles Outlook app for the Outlook Web App

This article covers how to use the SuiteFiles Outlook app if you are accessing the Outlook Web App in your browser.

This guide will step you through:

• Prerequisites

• Logging into the SuiteFiles Outlook app in your browser
• Saving emails
• Attaching files to an email
• Using a template
• Saving an email as a new template

Please note:

• If you're using Outlook for Mac, check out the steps on how to use the SuiteFiles Outlook app for Mac here. 
• If you're on a Windows operating system and accessing Outlook from the desktop app, you can continue to use the Outlook add-in for Windows.

Prerequisites

You'll first need to ensure you have the  SuiteFiles Outlook app enabled. Once enabled, follow the steps below to login to the SuiteFiles Outlook app in your browser. 

Logging into the SuiteFiles Outlook app in your browser

1. If you've only just enabled the app, we recommend refreshing your browser
2. Click on any email in your Inbox
3. You should see a SuiteFiles icon next to your Forward button
   
4. Click the SuiteFiles icon and select Login button on the right
   
5. On the SuiteFiles Authentication screen, enter your Site URL, including the https://. If you're unsure of your SuiteFiles Site URL, please ask your SuiteFiles Admin. 
6. If you're already logged in you should be able to Continue
   
7. Select your Microsoft account and you should then see a You are logged in! message
   
8. Important: Close the SuiteFiles Authentication window by clicking the x in the top right corner.

Saving emails

1. To save an email into SuiteFiles, select the email you'd like to save 
2. Click the SuiteFiles icon next to the Forward button
   
3. A screen will appear in a panel to the right of your email
4. Select the email or any of its attachments files that you'd like to save 
   
5. Click Next and navigate through your SuiteFiles folders until you find the folder you wish to save your email and attachment(s) to
6. Click the Clients icon to be taken directly to your Clients folders 
7. Click the Filter icon to filter your folders
   
8. Click the Starred icon to be taken directly to your Starred folders 
   
9. To create a new folder, click the New folder icon and enter your folder name in the field provided
    
   

Attaching files to an email

1. Create a new email and then click the SuiteFiles icon in the toolbar
   
2. A screen will appear in a panel to the right of your email
3. Click Add an attachment
   
4. Navigate through your folders and then  click a file to attach it to the email
   
   
5. To remove an attachment, click the arrow which appears to the right of the attachment, then select "Remove Attachment."
   

Using a template

1. Create a new email and then click the SuiteFiles icon in the toolbar
   
2. A screen will appear in a panel to the right of your email
3. Click Use a template
   
4. Using the Choose template drop-down, choose the email template you wish to use
5. Using the Prepopulate with a client drop-down, choose a client if you wish to populate the email template with their details
6. Click Create to populate your email from the template.

Saving an email as a new template

1. Create and new email and populate it with the content you wish to be included in your template.

   NB: You can use Merge Tags to pull client data from our integrations. To learn more about this please refer to the following help articles:

   • https://help.suitefiles.com/xero-merge-fields-for-templates
   • https://help.suitefiles.com/karbon-merge-fields
2. Click the SuiteFiles icon in the toolbar
   
3. A screen will appear in a panel to the right of your email
4. Click Save as a new template
   
5. Enter the template name
6. Click Save.