Agir Add-in for Office Outlook - Instructions for use

In today's fast-paced business environment, streamlining processes and maximizing productivity are paramount. With the AGIR add-in for Office Outlook, users can seamlessly integrate their email correspondence into AGIR workflows, simplifying document management and task allocation. This innovative tool automates various processes, from creating new processes and documents to attaching files directly into AGIR, all within the familiar Outlook interface.

Agir add-in for Office Outlook will automate the following processes:

1. Create a new process into AGIR  and attach a file from an email message

2. Attach a file directly into an AGIR workflow process via email

3. Create new documents into AGIR from an email message

4. Attach a file directly into an AGIR document via email

Using the AGIR Add-in in Microsoft Office Outlook will always require authentication. Authentication will be the same as for AGIR. You must enter your username and password to use this resource.

Mail Server Requirements

The client must be connected to an Exchange Server or Microsoft 365 directly. When configuring the client, the user must choose an Exchange, Office, or Outlook.com account type. If the client is configured to connect with POP3 or IMAP, add-ins will not load.

For more information please read this technical article.

How to integrate Outlook messages into AGIR

1. Login into Agir Add-in using your normal credentials.  Enter the internet address (URL) of your AGIR and then the username and password.

Note: You may choose to remember your credentials. This way, you will not have to repeat this process in future uses.

2. After authenticating, your Web Add-in will look like this.

3. Open your email message, and depending on the content of the message you may choose between 4 types of integrations with AGIR.

3.1. Create a new process and attach files to it

This option allows you to select the workflow to initiate and attach email message attachments, the email body, or all of these elements to the new process. For example, if you receive a complaint via email and want to create a new complaint in AGIR, you can attach all the documentation from that email.

After submitting, the new process will be opened in AGIR. 

3.2. Attach a file directly into an AGIR process via email 

This option allows you to search for an existing process and attach documents/attachments or the email body to it. For instance, if you receive a reply to a complaint and wish to attach this reply to the corresponding complaint process in AGIR.

After submitting, the new process will be opened in AGIR.

3.3. Create new documents into AGIR from an email message 

This is a similar option to 3.1, however, it triggers the upload of a document in the Document Management Module. You can select a main document and attach additional documents and/or the email body as attachments to the main document.

For example, suppose you receive an invoice and need to upload it into the invoice management document workflow. 

After submission, the new document will be accessible in AGIR.

3.4. Attach a file directly to an AGIR document via email 

This option allows you to select an existing document in AGIR and attach new files. For instance, if you receive a credit note via email and you need to upload it as an attachment to an invoice already registered in AGIR. 

After submission, the new document will be readily available in AGIR.