Skip to main content

 

Eptura Knowledge Center

Start the Eptura Engage Outlook add-in

Eptura Engage for Microsoft Outlook


How to start the Eptura Engage Outlook add-in


If you previously logged out or haven’t used the Eptura Engage Outlook add-in in a while, you may need to enter your Eptura Engage URL and your user credentials, when launching the add-in.

Microsoft Outlook for Windows or Mac

How to start the Eptura Engage Outlook add-in using Microsoft Outlook for Windows or Mac.

  1. Open the Outlook calendar and start a New Appointment or New Meeting.
  1. Click Eptura Engage from the ribbon.
    out-add-in-02_v1.png

If this is the first time you are starting the Eptura Engage Outlook add-in or previously logged out, you may need to verify your email. Learn how to verify your email

Microsoft Outlook Web Access (OWA)

How to start the Eptura Engage Outlook add-in using Microsoft Outlook Web Access (OWA) from a compatible web browser. 

  1. Open the Calendar and click New Event.
    rf-owa-new-event.png
  1. Click the three dots menu and select Eptura Engage or click the Eptura Engage icon from the ribbon.
    coa_owa_icon_2023.png
        If the Eptura Engage Outlook add-in is not visible on the Outlook event ribbon, click the three dots to reveal more menu items

If this is the first time you are starting the Eptura Engage Outlook add-in or previously logged out, you need to verify your email. Learn how to verify your email

Starting the add-in for the first time


The first time you start the Eptura Engage Outlook add-in, you must verify your email and set your favorites. After starting the add-in as described above, follow the steps below to set up the add-in.

Verify your email

If this is the first time you are starting the Eptura Engage Outlook add-in or previously logged out, you need to verify your email. 

  1. Enter your Eptura Engage URL in the Subscription URL field then click Verify emailYour Eptura Engage URL is in the format [yourcompany].condecosoftware.com
    outlook-add-in-02.png

Your URL may be automatically detected if your organization has implemented the Eptura Engage Microsoft 365 integration. The Eptura Engage Outlook add-in for Microsoft 365 uses the active email address to find the Eptura Engage URL for your organization. This auto-detection is not possible with the Exchange Sync service.

  1. Check your mailbox for the verification email and copy the Access Code.
    rf-copy-access-code_v1.png
  2. Paste the Access Code into the Eptura Engage Outlook add-in and click Verify email. 
    outlook-add-in-04.png

Didn't receive the code? Click the link at the bottom of the screen to resend the code to your email.

  1. When your email is successfully verified, click Get started.
    outlook-add-in-03.png
Setting your favorites during the initial configuration

After successfully entering the access code and allowing access to your calendar, the Eptura Engage Outlook add-in opens and displays the default location saved on your profile. You can select different Location and Floor preferences and set attributes that you choose regularly when booking meeting spaces. The settings saved as your favorites are selected by default each time you use the Eptura Engage Outlook add-in.

The settings saved as favorites in the Eptura Engage Outlook add-in do not change the default settings stored in your profile.

  1. Select your Location preferences and Preferred floor, from the drop-down lists. If appropriate, select a specific Workspace type to search for. Note that no other workspace types will appear in the search results if you set a specific type.
    add-in start 01.png
  1. Tick Video Conference Unit if you would like it selected by default each time you search for a meeting space.
  2. Click Continue when done.

Edit your favorites


Favorites can be changed at any time by clicking Filter at the top-right of the Eptura Engage Outlook add-in. Make your selections then tick Save as my favorite and Search.

The settings saved as favorites in the Eptura Engage Outlook add-in do not change the default settings stored in your profile.