Getting started with

Getting started with

Welcome to for Outlook® for Outlook is an email sidebar that provides easy, full-featured access to SharePoint content. You can collaborate on documents, share email using SharePoint, and socialize with your colleagues from the convenience of your email client.

Find out What's new in for Outlook, Enterprise Edition, is licensed per user. You need a valid license file to use the product beyond the evaluation period. Contact to obtain a valid license file, and then follow the instructions under Registering a license file.

To get started:

  1. Download the setup package.
  2. Run the setup package (.exe) and follow the on-screen instructions.
  3. Upon the successful installation of, open Outlook (or restart it if it is already running) and launch the sidebar.
  4. In case you are working in Windows 10 with multi-monitor setup (such as a high DPI laptop connecting to a low-DPI external monitor via a docking station), you may see some awkward display issues when you move windows back and forth between the displays.
    To address these issues, tries to set your Outlook options to optimize your display.
    • If you are working with Windows 10, version 1709 or older, updates your Outlook settings to optimize compatibility with Outlook must be restarted to apply the changes. updates your Outlook settings to optimize compatibility

    • If you are working with Windows 10, version 1803 or newer, works best when your Outlook settings are set to Optimize for compatibility. Click Yes and restart Outlook to update this option. works best when your Outlook settings are set to Optimize for compatibility.

  5. Click the Get Started button and select between:
    • Connect to SharePoint Online. If you are working with Office 365. This option allows you to integrate with topics.
    • Connect to SharePoint on-premises.
    If you are not sure what to select, browse to your SharePoint site, and click the settings icon at the top. If the menu contains Office 365 select SharePoint Online. If not, select SharePoint on-premises.
  6. Click OK, got it and start working with
  7. Add additional SharePoint sites, and start working with SharePoint documents, email, or people.

To launch

To launch and display the sidebar, open Microsoft Outlook and click the toolbar button. Clicking the button again hides the sidebar.

Note: If the sidebar was open when you last closed Outlook, the sidebar opens automatically with Outlook.

The sidebar can also be accessed in an email message, meeting and appointment. To show the sidebar, click the button in any of these items. ribbon button in Microsoft Outlook.

To add a SharePoint site:

To add the SharePoint site(s) you want to access from Outlook:

  1. In the SharePoint Documents sidebar, click Add Site (Add Site icon) in the SharePoint sites' drop-down list. The Add SharePoint Site dialog opens.
  2. Enter the URL (Internet address) of the SharePoint site you want to add.
  3. Specify credentials for connecting to the site.
  4. Click the Test Connection button to ensure you have a valid connection.

You can now start working with the product. For more information, read Adding and editing SharePoint sites.

To find SharePoint content:

Once you add a SharePoint site to the application, you can use the sidebar to find a SharePoint location, document, list, or list item.

The sidebar panel gives you easy access to all your SharePoint sites.

  • Use the sidebar's document list to navigate the subsites, document libraries, folders, lists, documents, and items of the added SharePoint sites.
  • Use the navigation history to quickly navigate back and forth between visited locations.
  • Add a location/list to your Favorites list and then quickly navigate to it using the Favorites drop-down button.
  • Use the search icon (Search icon) to search for content in the added SharePoint sites.

For more information, read Finding SharePoint documents.

To work with SharePoint documents:

The document context menu gives you quick access to common SharePoint operations.

You can use the toolbar to create, upload, edit, and delete documents on SharePoint.

  • Right-clicking a SharePoint document opens a context menu that gives you access to common SharePoint operations. You can use this menu to copy documents and links to email messages, meetings, contacts, and to your computer; share documents; check in and check out documents; view version history and document properties; publish and approve documents; etc.
  • You can download documents to your computer, and work on local copies.
    You can also synchronize document libraries on your computer so you can work on documents when you are offline.

For more information, read Working with documents.

To work with SharePoint list items:

SharePoint items comprise items (custom lists), tasks, contacts, issues, announcements, and links. You can use to open, view and update items. You can also add and remove attachments.

  • Find the item, then double-click it to open the Item Info page displaying the item information.
  • Right-click the item to view common SharePoint operations.

For more information, read Working with SharePoint lists.

SharePoint and email

Integrating email and SharePoint is easily accomplished using

  • Drag email messages and attachments to the sidebar to publish them on SharePoint. If your company uses required fields, automatically prompts you to fill them in.
  • Drag-and-drop one or more SharePoint sites, libraries, lists or documents/items to your email message, calendar appointment or task to create a link to them. Hold the Alt key while dragging and dropping a SharePoint document to create an actual attachment.
  • Automatically share OneDrive and Office 365 team sites documents with your SharePoint recipients when sending an email message.
  • Use the ribbon button to replace attachments with links and send email, in one step.
  • Use the ribbon button to save incoming and outgoing email messages to SharePoint.

By using for Outlook, Enterprise Edition, you will get additional features when saving email on SharePoint. Message headers will be automatically converted to SharePoint document properties.

For more information about email in, read the help topic Working with email.

To view document/list updates:

Get updated with the Updates tab:

  • View updates of documents/lists you follow.
  • Filter the types of updates you want to see.

For more information, read Viewing document updates.

To work with people:

You can connect with your co-workers and follow their business-related updates via the People tab, in the email sidebar. The People tab provides activity stream for documents you follow, and helps you find people in your organization.

Right-click the presence awareness icon next to a user name to start a phone call, chat, video conference and/or email, directly from the sidebar.

The People tab

For more information, read Working with people. allows you to work with SharePoint calendars from the Notes 9 or 8.5 Calendar application, and optionally synchronize them with a mobile device. This helps you coordinate your personal meetings and events with your team schedules.

To start, add a SharePoint calendar to Notes:

  1. Expand the Show Calendars section in the Notes Calendar application’s left sidebar.
  2. Click the Add a Calendar text link and use the Add a Calendar dialog to configure a new SharePoint calendar.

Use the Add a Calendar dialog to configure a new SharePoint calendar.

The SharePoint button allows you to add, edit, and delete SharePoint events.

You can also copy events from a SharePoint calendar to your personal Notes calendar, and vice versa.

For more information, read Accessing SharePoint calendars.