The Outlook add-in enables Users to quickly create events, stakeholders, and documents in Consultation Manager, streamlining email integration and enhancing project relationship management.
NEW FEATURE COMING SOON
This feature is currently under development with our team and will be available in early/mid-2025. The following details are subject to change. Please reach out to your Customer Success Manager or our support team with any questions.
Prerequisites
Please check the following Outlook and Exchange requirements for compatibility with the Consultation Manager Outlook add-in:
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Outlook on Windows (Microsoft 365)
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Outlook on Mac (Microsoft 365)
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Outlook on the web
The Outlook Add-In must be installed and activated before any records can be sent to Consultation Manager.
Installing the Outlook Add-In
To install the Consultation Manager Outlook Add-In, look for the option to add more apps to your email client, depending on which method you use to access your emails will determine where to find the Add-In store. The common most options are listed below.
Windows PC
Look for this on Windows PC's and Laptops
Outlook sidebar 
Within an email
Additional methods for locating Add-Ins on Windows PCs are available, though they are not exhaustively detailed here.
Apple
Look for the option to 'Get Add-Ins' on Apple computers and laptops within Outlook and the Web browser-based outlook.
Activating the Outlook Add-In
To activate the add-in, please access the Consultation Manager Outlook add-in by selecting the Apps toolbar button and then choosing the Consultation Manager app from the app menu.
You will then be asked to login to your Consultation Manager.
The initial step involves entering your Consultation Manager (CM) URL.
Tip: copy & paste your CM URL from your browsers address bar
A new window will appear, prompting you to log in to Consultation Manager. Please note that you may need to grant permission for the popup window to open.
Using The Add-In
When you log in to the Add-In for the first time, you'll be greeted with a tour that will briefly walk you through all the tabs available to you!
You'll get a quick overview of the records that will be created if you decide to forward this email to CM. In this scenario below, an uncategorized email (referred to as an Event) will be generated, which will include a single attachment (document) and associate one stakeholder with the uncategorized email.
Event
Please choose the relevant Project(s) from the dropdown menu to associate with the record. The summary will automatically populate with the current subject line of the email, although you have the option to modify it as needed.
The Project and the Summary are both mandatory to create the record.
Attachments
Decide whether you wish to include or exclude any of the attachments.
Stakeholders
Evaluate the matched stakeholders for inclusion and examine any unidentified emails to determine their relevance for association with the record.
Upon completing your review and entering the necessary Project and Summary details, the 'Send to Consultation Manager' button will be enabled for your use.
Once you send the email to Consultation Manager the confirmation summary will be presented with the option to view the record directly in CM.
At this point, you have successfully submitted your email to Consultation Manager as an uncategorised email entry. You may now proceed to send additional emails or open Consultation Manager to categorise the newly created record.