Install the Outlook Add-In

Our Microsoft Outlook Add-In allows you to tag your emails to your matters from Outlook’s desktop and Office 365 applications.

Caution

For the Add-In to function, you must:

  • Enable cookies. Incognito or private browsing will not function with the Add-In. 
  • Create Office 365 and Microsoft Exchange accounts.
  • Activate email forwarding within CosmoLex. If your emails already auto-forward to CosmoLex, deactivating the auto-forwarding only within Outlook will allow you to auto-forward and tag only those emails you want to archive in CosmoLex.  
  • Not use Internet Explorer 11 as it is not compatible.

Note

To optimize the add-in, enable the Reading Pane in Outlook. Click here to learn about the Reading Pane.

Outlook 365 (Desktop)

To install the Add-In for your desktop Outlook app:

  1. Toward the upper right of your Outlook screen, click Get Add-ins.
    The Add-Ins screen opens.

    get-add-ins-desktop

  2. In the upper right corner’s search box, enter CosmoLex.
  3. From the drop-down, click CosmoLex.
  4. Toward the upper left corner of the plugin’s page, click Add
    Outlook installs the Add-In and adds an icon to your toolbar.

    cosmolex-add-in-toolbar

Outlook/Office 365 App

To install the Add-In for your Outlook/Office 365 app:

  1. Single-click an Outlook email.
  2. On the far right of the email, click (More actions).
    The Add-Ins screen opens.

    cosmolex-365-get-add-ins
    The Add-Ins for Outlook screen opens.

  3. In the upper right corner’s search box, enter CosmoLex.
    A drop-down displays the CosmoLex logo.

    outlook-365-add-in-search

  4. From the drop-down, click CosmoLex.
    The CosmoLex Add In page opens.

    outlook-365-add-in-page

  5. Toward the upper left corner, click Add.
    Outlook installs the Add-In and adds it to the More actions drop-down.

    cosmolex-add-in-drop-down 

To tag an email to a matter, see Tag An Outlook Email to a Matter.

Updated on April 8, 2022

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