Adding an Xtendis 7 app to a Microsoft Office application

Xtendis 7 can be integrated with Microsoft Office applications so that documents can be easily added to Xtendis. This is done by adding an app (also referred to as an 'add-in') to the Microsoft Office application.

This article explains how this is done.

Requirements

To use Xtendis 7 in Microsoft Office, the following is needed:

• Microsoft Office or Microsoft Office 365.
• Login credentials to log in to Xtendis.

Note: Xtendis apps are available for Outlook, Word, Excel, and PowerPoint.

Adding the app

Note: In the following steps, Outlook is used as an example.

Step 1. In the menu bar on the left side, click the More apps icon, followed by Add apps.

Step 2. In the search bar, search for Xtendis.

Step 3. Click the found app.

A window with more information about the app appears.

Step 4. Click Open.

Another screen appears with some more additional information about the app.

Step 5. Click Got it or OK.

Step 6. Return to the inbox and select an e-mail.

Step 7. In the ribbon, select the All apps icon and from the menu that appears, click the Xtendis Outlook icon.

The Xtendis Outlook panel appears.

Step 8. Log in to your Xtendis environment.

Note: The Xtendis environment that you will be logging in to is automatically determined based on your account details.

The options to manage the e-mail in Xtendis appear. For details, see Working with documents using Xtendis 7 in Microsoft Outlook.

Updating an installed Xtendis app

Existing installations of Xtendis 7 for Microsoft Office are automatically updated shortly after a release of a new version of the app, based on a predetermined schedule. No additional steps are needed, updating is done in the background.

To verify which version is currently installed, check the version number.