Outlook Add-in

Before you begin, requirements:
– This add-in only works for Windows PC’s
– This add-in works on Outlook 2013 or later, Outlook on the Web
– You must have an Office365 or Exchange account, or access to the Microsoft add-ins store

1. Install the Attach add-in

You can do that either through:
– The Microsoft Office Store website
– The Add-in Store within Outlook:
outlook-install3

– If you’re using Office 356 Online, click on ‘Add-ins’ and search for Attach:
api-key-copy

2. Log in to your Attach account

1. Click ‘New Email’
2. In the quick access toolbar click on the Attach icon, then documents
3. Put in your Attach account email address to receive your unique API key
4. Use your API key to log in (if it fails, double-check that you haven’t accidently included a ‘space’ at the end of your key)

login

3. Usage

Now anytime you want to insert a tracked Attach link to a document, click the Attach icon in the quick access toolbar and select either Documents, Links or Upload.

When composing an email, access Attach using the toolbar icon:
toolbar-button
See and add your existing links:
links

See and add your existing documents:
documents

Upload new documents:
uploads