Microsoft Outlook_ How to Connect and Collect

In this article:

• Microsoft Outlook Overview

• Microsoft Outlook Requirements

• How to Connect and Collect Using Microsoft Outlook

Microsoft Outlook Overview

Microsoft Outlook Requirements

• In order to collect from a user, you will need their individual login credentials.

How to Connect and Collect Using Microsoft Outlook

To create a new Microsoft Outlook collection follow the steps below:

Step 1

Click on ‘Workspaces’ in the main menu (a), then click on the workspace where you’d like to add a new sync (b).

Step 2

Click on the ‘+’ icon in the upper right corner to add a new source.

Step 3

Select the Microsoft Outlook connector from your list of available connectors.

Step 4

You’ll now start to configure your sync by adding a source name in the ‘Name’ field (a). You then have the option of connecting and synchronizing a Microsoft shared mailbox. To do so, put a check in the box next to ‘Add shared mailbox’ (b). Then, click ‘Configure’ (c).

Step 5

Enter your Microsoft username (a) and click the blue ‘Next’ button (b)

Step 6

Enter the password for your Microsoft account (a) and then click the blue ‘Sign in’ button (b).

Step 7

You’ll then select the mailboxes you want to include in your sync (a). Then, select your synchronization mode (b) and set your sync start and/or end date (c). Finally, click the blue ‘Done’ button (d).

Step 8

You’ll now see your new source appear alphabetically in the list of ‘Connected sources’ in your workspace.