Installing the Outlook Add-In
The Outlook Add-In allows you to document email communication and message attachments into your Top Echelon Recruiting Software database directly from Outlook 365.
Please note that this Add-in will only work with Outlook-hosted email. You must also be on the Monthly Channel for updates.
To check the build:
- Navigate to File, click Office Account, and take a look at the About Outlook section
- It should look something like this:
To install the Add-in within Outlook 365:
- Start by opening Outlook 365
- Click the Get Add-ins button on the top ribbon menu
- Click My add-ins
- Scroll down to Custom add-ins
- Click +Add a custom add-in and then select Add from URL…
- Paste the below address into the field provided:
- Click OK
- You should now see a Top Echelon / Top Echelon Recruiting Software pyramid icon show up in the top ribbon menu (usually to the left of your Get Add-ins button)
To install the Add-in in Outlook.com
- Open a message in your inbox
- Click the […] menu in the top right of the message
- Click get Add-ins and then select My add-ins
- Scroll down to Custom add-ins and click Add a custom add-in
- Select Add from URL…
- Paste the below address into the field provided:
- Click OK
- You should now see a Top Echelon / Top Echelon Recruiting Software pyramid icon show up in the […] menu in every message
To pin the Add-in inside the message view:
- Click the gear icon in the top right of Outlook.com
- Click View all Outlook settings at the bottom of the popup menu
- Click Mail and then select Customize actions
- Check the box next to the Top Echelon icon in the list of actions
- Click Save
- You will now see the Top Echelon icon when you open any message (and without clicking the […] menu)
