Adding/Updating the GAIL Zuri Outlook Add-in

Before you begin

If you are a new Outlook add-in user, your GAIL account must be updated with permissions before you can use this add-in.  Please create a ticket to get these permissions added before proceeding.  You can create a ticket by clicking here, or by sending an email to askit@uga.edu.
Once your permissions have been added, you can proceed with the below instructions.

 

Adding or upgrading the add-in

  1. Click the "manifest.xml" link along the right side of this article and download it to your computer.  Make note of where it was downloaded.
  2. Close your desktop version of Outlook.  All add-in management is done via your browser.
  3. Click here to manage your Outlook add-ins with the Office365 web interface.
    1. NOTE: This link opens the web version of Outlook.  This is the only way to manage custom add-ins with Outlook.  Please log in using your UGA MyID credentials.  After logging in, the add-in management window will display; it can sometimes take several seconds for it to show, so please be patient.
    2. TIP: By right-clicking the link (or control-clicking for Mac users), you have the option to open the page in a new window or browser tab.  A separate window will make following these steps much easier.
  4. In the add-in management window, along the left, click on "My add-ins", and scroll to the bottom.
    1. Uploaded Image (Thumbnail)
  5. Remove the existing add-in if you are upgrading.
    1. NOTE: If you are installing this for the first time, skip this step.
    2. Click the three dots on the current add-in, and select "Remove"Uploaded Image (Thumbnail)
    3. The Zuri Outlook Add-in has now been removed from Outlook.
  6. Click the Add a custom add-in drop down and choose Add from File.
    1. Uploaded Image (Thumbnail)
  7. Your computer will prompt you for the location of the add-in.  Find where you downloaded in step 1 and upload it. Office365 will ask you to verify that you want to install this custom add-in.  Click install.
    1. Uploaded Image (Thumbnail)
  8. The add-in installation is now complete.  It may take several minutes for the add-in to display in either the Outlook Web interface or your desktop client.  To verify that it is installed, close your browser window for Outlook Web, go back to step 3 and click the link again.  Re-open the "My Add-ins" link, scroll to the bottom, and ensure that you see the add-in displayed.
  9. The way to use the add-in varies slightly on different versions of Outlook (i.e. Mac vs. PC, or Web vs. Desktop).  It is recommended to click the link below, under "How to use it" to see a short video that outlines the general use of the plugin.

 

How to use it

For further details on how to use the add-in, please visit this helpful article from Client Services:
https://support.dar.uga.edu/GAIL/outlook-client-add-in-for-filing-contact-reports-into-gail/

 

Troubleshooting

If you are having trouble using the add-in, please don't hesitate to reach out for support by creating a ticket.  You can create a ticket by clicking here, or by sending an email to askit@uga.edu.

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