Add the CASEpeer Add-In to Your Outlook Email

How to add the CASEpeer Add-in to Outlook to quickly save emails and attachments to a case. 

• Navigate to your Outlook email installed on your computer, rather than the browser.
• The Get Add-ins should be visible in your Outlook Ribbon - reach out to Microsoft for assistance if the icon is greyed out or missing.
• Click Get Add-ins.

• Click My Add-ins.

• Click Add a Custom Add-in and select Add from file.

• Download and attach this file, where the download saves will depend on your computer's settings.

• Accept the warning. 

• Log in with your CASEpeer credentials.
• Pin to your sidebar, click the pushpin on upper right corner of the side bar.

• The CASEpeer Add-in can now be used to easily save emails to your cases. 

Save an Email with the Outlook Add-in.

Send an Email with the Outlook Add-in.