How to enable Office 365 (Outlook and Word) Desktop Integration.

Be sure that your Office 365 Integration in enabled. If it is not enabled, refer to the FAQ on how to Setup the Office 365 integration first.

1. Navigate to your Outlook desktop application on Windows or Apple.

2. 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, the 'Get Add-in' option.

3. Click on the search and search for 'Rocket Matter Email 365'.

4. Click 'Add'.

Once it is added, it will say Added with a checkmark:

5. After the Add-in has loaded, it will show up on the home screen.

6. Click on the Rocket Matter Icon, to open the add-in and 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, navigate to the insert tab.

3. Under the insert tab click 'Get Add-Ins'.

4. Click the search and search for 'Rocket Matter Office 365'.

4. Click 'Add' and click 'continue' on the next prompt screen.

5. After it is added successfully, it will be displayed on the top right side of the page.

6. Click the Rocket Matter icon to open the Add-In and sync your documents to Rocket Matter.