Office 365 Outlook add-in

TimeSolv provides Office 365  Outlook add-in allowing you to create Time Entries while viewing/drafting emails.

 

In this article:

 

Get started with Office 365 Outlook add-in for desktop

 

1. Open Outlook.
2. Click on ‘Get Add-ins’ button in the toolbar.

 

 

3. A dialog would 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’:

https://apps.timesolv.com/Integrations/addin/OutlookPlugin.xml

 

 

5. A confirmation dialog would appear. Click on ‘Install’ button.

 

 

 

6. TimeSolv Add-In would show up in the dialog. Close the dialog and TimeSolv Add-In would appear as a button in the toolbar as well.

 

 

 

 

Get started with Office 365 Outlook add-in for web

1. Open Outlook.
2. Click on an email. In the ‘Read’ pane, click on the ellipses (…) icon. Then click on ‘Get Add-ins’ link in the popup menu.
3. A popup screen would 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’:

https://apps.timesolv.com/Integrations/addin/OutlookPlugin.xml

 

5. A confirmation dialog would appear. Click on ‘Install’ button.
6. TimeSolv Add-In would show up in the dialog. Close the dialog and TimeSolv Add-In would appear as a button in the toolbar as well.

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 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 clicked.

 

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.

 

FAQ’s

 

1. I can’t see Get Add-ins command in my Home ribbon in Outlook Desktop.

  • Go to File menu.
  • Select Options.
  • 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 screenshots for assistance:

2. 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.

Related Post