Install and use the Outlook Add in

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What is the ProxyClick Outlook Add-In?

With the Proxyclick Outlook add-in, you'll save time and have more options when creating new visits from your Outlook client.

Creates a seamless process. Users will see a Proxyclick button in the ribbon of their Outlook calendar.
Ability to select different Proxyclick locations directly from Outlook.
Enrich the visit with a comment to reception and/or any custom field.
The add-in minimizes errors by detecting missing information.

Need to display only some custom fields to the host creating the visit? When creating or editing, manage their visibility using the Only Show This field to receptionists and admins feature.

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How does it work?

The Outlook Add-In allows users to create visits from their Outlook client without using the Proxyclick dashboard.

Requirements:

Requirements and supported versions of Outlook that can use the Proxyclick Office add-on are listed on the System Requirements page.

1. User email exists in at least one Proxyclick location.

This concretely means the user sending the meeting request must have a user profile in Proxyclick.

If the Microsoft Add-In Store does not appear in Outlook or the Add-In Store does not show the "Add by URL" option, you must use centralized distribution.

2. Subscription add-on is active

Calendar

A step-by-step guide to activating Outlook Add-In

Step 1: Open Outlook and go to Email > Store

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Note: If the Microsoft Add-In Store does not appear in Outlook, you must use centralized distribution (see bottom of this page).

Step 2: Click on “Click here to add a custom add-in.”

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Step 3: Click on “Add from URL.”

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Note: If the Microsoft Add-In store does not show the “Add by URL” option – You must use centralized distribution (see bottom of this article)

Step 4: Finalize the installation

If you are not using SSO, paste the following URL: https://outlook.proxyclick.com/manifest
If you are using SSO, use the following URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX where CO-XXXX is your Company ID (found in the SSO URL e.g. https://saml.proxyclick.com/init/CO-XXXX). Your users will have the option to log in through your SSO provider:
To provide only the SSO login option, add the flag "showLogin=false" to the manifest URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX&showLogin=false

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Confirm the installation.

How to use the add-in

Create a new meeting request in Outlook and click on the Proxyclick button
Log in with your Proxyclick username and password. You’ll only need to log in once.
Once logged in, you can select your Proxyclick location and fill in any custom field.
Once the meeting request is sent, the info will appear in the Proxyclick dashboard.

How to enable centralized deployment

You can enable centralized deployment of the Proxyclick Outlook add-in by following this Microsoft How-to-guide .

When asked, choose the “I have a URL for the manifest file” option and provide the appropriate URL:

If you are not using SSO, paste the following URL: https://outlook.proxyclick.com/manifest
If you are using SSO, use the following URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX where CO-XXXX is your Company ID (found in the SSO URL, e.g. https://saml.proxyclick.com/init/CO-XXXX).
To provide only the SSO login option, add the flag "showLogin=false" to the manifest URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX&showLogin=false

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To install using Exchange server (2013+):

Log in to the Exchange Admin Center (EAC) and select organization > apps (for Exchange 2013) or organization > add-ins (for Exchange 2016).
Select the add icon (+) and then Add from the URL.
Supply the Proxyclick Outlook Add-In URL (see above) and select Next.
The Proxyclick Outlook Add-In will appear in the list
Double-click the Proxyclick add-in to edit it.
Select Make this add-in available to users in your organization.
Select the user defaults appropriate to your organization, then save (we suggest “Mandatory, always enabled” for best uptake)
After a re-launch of Outlook, your users will see the Proxyclick Add-In in a meeting creation view.

Deploy by File:

If you cannot deploy the add-in directly via the above URLs, in either Exchange Admin Center or Microsoft 365 Admin Center, you can instead deploy by file. Navigate to the appropriate manifest URL (see above) in the browser of your choice and save the resulting document as "ProxyclickManifest.xml." You can upload this file directly in your Admin Center instead of referencing the URL.

We take your privacy seriously. See how your data flows when using our Outlook Add-in.

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