Install and Configure the Newforma Konekt Outlook Add-in

The Newforma Konekt Outlook Add-in allows you to file emails to Newforma Konekt directly from Microsoft Outlook.

Permissions and Prerequisites

Before installing the add-in, confirm the following:

• A Newforma Konekt account and a Microsoft 365 account
• At least an Editor project role (see Project Roles)
• Access to the Emails activity center (see Edit Project Email Settings)

Step 1: Install the Newforma Konekt add-in in Outlook

You install the add-in by loading a manifest file into Outlook. The manifest file is available at the following URL:

• https://newforma-konekt-outlook-addin.pimtrackapp.co/manifest.xml

For instructions on loading a custom add-in from a file, see Using add-ins in Outlook. Steps vary depending on your platform and Outlook version.

Note: You can pin the Newforma Konekt add-in to the Outlook toolbar so it is always visible when opening and composing emails. Refer to your Outlook settings under Mail > Customize actions to enable the add-in in the message surface.

Step 2: Sign In to the Add-in

Once the add-in is installed:

1. Open an email in Outlook.
2. Click the Newforma Konekt icon to launch the add-in.
3. Click Sign in with Microsoft.
4. Select your company-issued account.

When signing in for the first time, you are prompted to grant permissions required by the add-in. If your organization restricts individual users from granting consent to applications, a Microsoft 365 administrator must grant consent on your behalf.

Step 3: Configure Add-in Settings

The add-in settings control how emails are filed in Newforma Konekt. After signing in the add-in:

1. Click Menu.
2. Click Settings.

From the settings, you can:

• Configure auto-filing folders.
• Move emails to deleted items after filing.
• File all past emails in a conversation.

You’re now ready to file emails to Newforma Konekt.

Optional: Centralized Deployment via Microsoft 365 Admin Center

Administrators can deploy the add-in to users through the Microsoft 365 Admin Center instead of requiring individual installation.

1. Sign in to Microsoft 365 and open the Admin Center.
2. Select Settings > Integrated apps.
3. Click Upload custom apps.
4. From the App type dropdown, select Office Add-in.
5. Select the option to provide a link to a manifest file and enter the following URL:
   • https://newforma-konekt-outlook-addin.pimtrackapp.co/manifest.xml
6. Click Next to process the manifest file.
7. Specify who has access:
   • Everyone
   • Specific Users/Groups
   • Just Me
8. Click Next, then Finish Deployment.
9. Click Next, then Close to complete the deployment.

Note: Admin Center UI and navigation may vary depending on your Microsoft 365 version.

Related Items

• File Emails to Newforma Konekt