- Connect to Office 365 Outlook for Desktop
- Connect to Office 365 Outlook for Web
- Connect to Office 365 Outlook Calendar
- Create a Time Entry From a Calendar Event
- File Emails in Client-Matter Folders
- Supported Client and Server Environments for Outlook Add-in
TimeSolv provides Office 365 Outlook Add-in allowing users to log Time Entries while viewing/drafting emails.
Connect to Office 365 Outlook for Desktop
1. Open Outlook.
2. Click on ‘Get Add-ins’ button in the toolbar (if you can't see the 'Get Add-in's' button on the ribbon, click here)
3. A dialog will open. Click on ‘My add-ins' on the navigation bar on the left. Then click on ‘Add a custom add-in’ link and choose ‘Add from URL…’
4. Paste the following URL into the text field and click on ‘OK’:
5. A confirmation dialog will appear. Click on the ‘Install’ button.
6. The TimeSolv Add-In will show up in the dialog. Close the dialog and the TimeSolv Add-In will appear as a button in the toolbar.
Connect to Office 365 Outlook for Web
1. Click on an email. In the ‘Read’ pane, click on the ellipses (…) icon. Then click on ‘Get Add-ins’ link in the popup menu.
2. A popup screen will open. Click on ‘My add-ins' on the navigation bar on the left. Then click on ‘Add a custom add-in’ link and choose ‘Add from URL…’
3. Paste the following URL into the text field and click on ‘OK’:
4. A confirmation dialog will appear. Click on the ‘Install’ button.
5. The TimeSolv Add-In will show up in the dialog. Close the dialog and TimeSolv Add-In will appear as a button in the toolbar.
Connect to Office 365 Outlook Calendar
Click on your profile name on the top right of the screen.
Click on the Office 365 Calendar tab.
Click on Connect to Office 365 Calendar button.
You should be directed to Outlook, where you need to fill in your login credentials.
Now to copy your TimeSolv calendar into Outlook, click on the copy link.
Open your Office 365 Outlook calendar.
Select the Organize tab.
In the ribbon at the top of the menu, click New Calendar>From the Internet.
Paste the link copied from TimeSolv to connect.
Head under the Calendar tab in TimeSolv.
Click on Add Office 365 Calendar.
Select the calendar you want to add from Office 365.
It takes about 45 minutes to 4 hours to sync TimeSolv calendars into Office 365 Outlook, so please be patient in seeing your TimeSolv calendar events appear.
Create a Time Entry From a Calendar Event
Users can create a Time Entry in TimeSolv when viewing a calendar event in Outlook 365 using the TimeSolv Add-in. Click on the calendar icon and click on the calendar event you wish to create a Time Entry for.
The date and time of the event are the basis by which the Time Entry date and duration is calculated. e.g. an event on 21 September 2019 from 6:00 AM to 9:00 AM will by default show a Time Entry in TimeSolv for the 21 September 2019 with a duration of 3 hours.
In the TimeSolv Add-in screen, the Date value is prefilled with the Event Start Date.
Hours value on the TimeSolv Add-in screen is prefilled with the event ‘Start time’ and ‘End time’.
Date and Hours values can be updated when the user clicks on the ‘ Refresh’ link in the message at the top of the Time Entry Add-in screen.
The Event Title (subject) and Description values are filled in the Time Entry Description input field when the link ‘Fill from Event’ is selected.
After the Time Entry has been saved, the Date value is reset to the current date and Hours value is reset to 0.
Note: Outlook 365 Add-in for web will only allow users to open calendar events in ‘read-only’ mode, in which case the option to ‘refresh’ on the Timesolv Add-in screen will be void.
File Emails in Client-Matter Folders
To file emails in the Matter-specific folders, choose the ‘ File Email’ tab from the Outlook TimeSolv Add-in screen.
Note: Only users who have permission to view Clients will be able to access the ‘ File Email’ feature.
Users will view three different types of scenarios under the File Email tab:1. Selected email is not already filed against a Client-Matter, and the email address does not match any billing contact of a Matter
After selecting the appropriate Matter, choose from the following:
File Email – this will create a hierarchy of folders within your Outlook account (if not already created during a previous email filing) and will move the selected email to the Matter folder. The created folders will be TimeSolv>[Client name]>[Matter name].
File Conversation – this will move the selected email message and all the email messages of the conversation, found in Inbox and Sent Items folders, to the Matter folder.
2. Selected email is not already filed against a Client-Matter, but the email address matches billing contact of one or more Matters
- If there is more than one Matter matching billing contact email address, TimeSolv will display a list of these Matters.
The first matched matter will be pre-populated in the ‘Select Matter’ input field.
3. Selected email is already filed against a Client-Matter
For an already filed email, the client and Matter name will be displayed, allowing the user to file remaining unfiled emails in the conversation.
To manually move an email into an existing Matter folder, right-click the selected email, and go under Move>Copy to Folder>TimeSolv>[Client name]>[Matter name].
Note: users cannot view the File Email tab when using the TimeSolv add-in on a ‘compose new email’ screen. When composing new emails, users can only create a Time Entry.
Supported Client and Server Environments for Outlook Add-in
Note: Even when all the Client and Server requirements are met, a non-Admin user may still not be able to install the Add-in because the Admin might have disabled the Add-in option.
To test and run an Outlook add-in, the user’s Outlook email account must reside on Exchange 2013 or later, which is available through Office 365, Exchange Online, or through an on-premises installation. The user or administrator installs manifest files for Outlook add-ins on that server.
Note: POP and IMAP email accounts in Outlook don’t support Office Add-ins.
See here for more information on server requirements.
Windows desktop and tablet
The following software is required for developing an Office Add-in for the supported Office desktop clients or web clients that run on Windows-based desktop, laptop, or tablet devices:
- For Windows x86 and x64 desktops, and tablets such as Surface Pro:
- The 32- or 64-bit version of Office 2013 or a later version, running on Windows 7 or a later version.
- Excel 2013, Outlook 2013, PowerPoint 2013, Project Professional 2013, Project 2013 SP1, Word 2013, or a later version of the Office client, if you are testing or running an Office Add-in specifically for one of these Office desktop clients. Office desktop clients can be installed on-premises or via Click-to-Run on the client computer.
If you have a valid Office 365 subscription and you do not have access to the Office client, you can download and install the latest version of Office.
- Internet Explorer 11 or Microsoft Edge (depending on the Windows and Office versions) must be installed but doesn’t have to be the default browser. To support Office Add-ins, the Office client that acts as host uses browser components that are part of Internet Explorer 11 or Microsoft Edge. See Browsers used by Office Add-ins for more details.
Note: Internet Explorer’s Enhanced Security Configuration (ESC) must be turned off for Office Web Add-ins to work. If you are using a Windows Server computer as your client when developing add-ins, note that ESC is turned on by default in Windows Server.
- One of the following as the default browser: Internet Explorer 11, or the latest version of Microsoft Edge, Chrome, Firefox, or Safari (Mac OS).
OS X desktop
Outlook on Mac, which is distributed as part of Office 365, supports Outlook add-ins. Running Outlook add-ins in Outlook on Mac has the same requirements as Outlook on Mac itself: the operating system must be at least OS X v10.10 “Yosemite”. Because Outlook on Mac uses WebKit as a layout engine to render the add-in pages, there is no additional browser dependency.
The following are the minimum client versions of Office on Mac that support Office Add-ins.
- Word version 15.18 (160109)
- Excel version 15.19 (160206)
- PowerPoint version 15.24 (160614)
Browser support for Office web clients and SharePoint
Any browser that supports ECMAScript 5.1, HTML5, and CSS3, such as Internet Explorer 11, or the latest version of Microsoft Edge, Chrome, Firefox, or Safari (Mac OS).
Non-Windows smartphone and tablet
Specifically for Outlook running in a browser on smartphones and non-Windows tablet devices, the following software is required for testing and running Outlook add-ins.
Note: The native apps OWA for Android, OWA for iPad, and OWA for iPhone have been deprecated and are no longer required or available for testing Outlook add-ins.
See here for more information on client requirements.
The minimum API requirement sets for TimeSolv Add-in is Mailbox 1.3.
The user must make sure that their server environment supports this requirement.
See here for more information to determine if your platform meets the minimum API requirement sets.
In the FAQ's:
- I Can’t See Get Add-ins Command in my Home Ribbon in Outlook Desktop
- I Can’t See Manage Add-ins Options in the Settings Sidebar in Outlook Web App
- I See an Internal Error Logged Message When Trying to log in to Add-in
I Can’t See Get Add-ins Command in my Home Ribbon in Outlook Desktop
Go to File menu.
In the Outlook Options popup, select Customize Ribbon.
Select All Tabs from the Choose commands from:
In the list below, expand Home (Mail). Select Add-ins and click on the Add >> button on the right. See the following screenshot for assistance:
I Can’t see Manage add-ins options in the Settings sidebar in Outlook Web App
Click on the menu icon on the top left.
Click on Admin link in the left menu bar.
Click on Services & Add-ins under the Settings menu. If the Settings menu is not visible, click on Show all.
Click on the Deploy Add-In button.
Click Next and then click on Upload custom apps.
Select I have a URL for the manifest file and paste the URL from TimeSolv in the input field below.
Click on Upload.
I See an Internal Error Logged Message When Trying to log in to Add-in
Clearing the browser cache should solve this issue. Please see links below on how to clear your browser cache according to your browser type: