How to enable Office 365 (Outlook and Word) Desktop Integration.
To use the desktop Outlook application:
1. Confirm that your Office 365 integration has been completed.
If Office 365 integration has not been enabled, refer to the FAQ on how to set up the Office 365 integration.
2. Navigate to your Outlook desktop application on Windows or Apple.
3. In the old version of Outlook, click the 'Get Add-in' option on the home screen.
In the newer version of Outlook, click the three dots next to the Sync button. Then, select the 'Get Add-in' option.
4. Search for 'Rocket Matter Email 365'.
5. Next, click 'Add'.
Once it is added, it will say 'Added' with a check mark. After the Add-in has loaded, it will show up on the home screen.
6. Select the 'Rocket Matter' icon to open the Add-in. Enter your Rocket Matter credentials and select 'Login' to sync your emails to Rocket Matter.
To use the desktop Word application:
1. Navigate to your Windows desktop application on Windows or Apple.
2. After opening a new blank document, select the 'Insert' tab at the top of the page.
3. Under the Insert tab, select 'Get Add-Ins'.
4. Search for 'Rocket Matter Office 365'.
4. Click 'Add', and then click 'Continue' on the next prompt screen.
After it is added successfully, the Rocket Matter icon will be displayed on the top right side of the page:
5. Select the 'Rocket Matter' icon to open the Add-in. Enter your Rocket Matter credentials and select 'Login' to sync your documents to Rocket Matter.
