iMIS Outlook Integration User Installation

Important! The User Interface may look different based on how you are accessing Outlook and your current configuration.

Note: See the organizational deployment instructions instead to deploy iMIS Outlook Integration to multiple users at once.

Shared Mailboxes

If you would like to use Shared Mailboxes with iMIS Outlook Integration, it is required to uninstall and reinstall the iMIS Outlook Integration add-in. This is known as updating the manifest.  Depending on how your iMIS Outlook Integration add-in was installed, follow one of these two methods:

  1. Office 365/Exchange Administrator
  2. End User Installation

Note: If iMIS Outlook Integration was downloaded after April 19, 2023, updating the manifest is not required.

Single-User Installation

To install iMIS Outlook Integration for use on either Outlook.com or for the Office 365 Windows desktop application, follow these instructions.

Important! Installing in Outlook.com first will migrate the Add-in to the Windows Office 365 Outlook desktop program automatically.

Installation via Outlook.com 

First, sign in using either:

  • Outlook.com - For Office 365 and individual accounts (such as @outlook.com e-mail addresses).
  • Your organization's personal login URL. (Note: On-premise Exchange 2013+ accounts might have a different sign-in address - ask your system administrator for this URL.)

After signing in successfully, follow these steps to install the iMIS Outlook Integration add-in for Outlook:

  1. Open a New Message.
  2. At the right of the ribbon, find the orange add-ins button and click it. If it is unavailable, click on the body of the email.

  3. On the left side, select My Add-ins.

  4. Take the following link and paste it into a separate tab: https://cdn.cloud.csiinc.com/officeapps/iemail.xml
  5. Right-click the webpage that shows the contents of the link and save the .XML file.
  6. Below the existing Add-ins, select Add a custom add-in and then select Add from File....

  7. Select the previously-saved .XML file. Then click Install.
  8. To add the iMIS Outlook Integration button on the row of Add-Ins, discard the draft opened in step 1.
  9. In the upper right-hand portion of the screen, click the Gear icon.
  10. Select View all Outlook settings.
  11. On the left navigation bar, select Mail. Then in the next area, select Customize Actions. Then scroll down to both the Message Surface section.

  12. Check the box next to iMIS Outlook Integration - Integrates iMIS and Outlook and click Save.

The iMIS Outlook Integration icon will now appear in both messages that you're reading (so you can add incoming emails directly into iMIS), as well as new messages you compose (near the Save and Discard buttons).

See Using iMIS Outlook Integration for more information on how to use iMIS Outlook Integration.

Installation via Outlook 365 Windows Desktop

Important! Installing in Outlook.com as above will migrate the Add-in to the Windows Outlook desktop program automatically. If you perform the Add-in installation below, it will not migrate to Outlook.com.

  1. With Outlook open, go to File and then select Manage Add-ins.

  2. Log in to Office with your credentials.
  3. On the left side, select My Add-ins.

  4. Take the following link and paste it into a separate tab: https://cdn.cloud.csiinc.com/officeapps/iemail.xml
  5. Right-click the webpage that shows the contents of the link and save the .XML file in a location you can access.
  6. Below the existing Add-ins, select Add a custom add-in and then select Add from File....

  7. Select the .XML file you just saved. Then click Install.
  8. Log out of the webpage and then close and reopen the Outlook desktop program.
  9. The iMIS Outlook Integration icon will appear in the Outlook ribbon.

  10. If the icon is not visible, it might just be off the screen but still installed.
    1. Right-click on the ribbon and select Customize the Ribbon. Make sure iMIS Outlook Integration is present under Customize the Classic Ribbon. If it is, it's installed properly, but you'll need to move some items on the ribbon to make room for it.
    2. Click on the iMIS Outlook Integration box and then click the up arrows to move it in the ribbon. Click OK.
    3. Open a new email then click the iMIS Outlook Integration icon.
    4. Log in using the iMIS credentials and the supplied CSI Cloud ID.