Help centre / Desk / Packs
File emails from Outlook
The Outlook add-in puts a button on every email. Press it, pick the matter, and the email and its attachments are filed there, with the time you spent reading it if you like.
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Copy the add-in link
Go to Settings › Outlook
A Desk admin presses Copy link under Add it to Outlook.
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Add it for your organisation
In the Microsoft 365 admin centre, open Integrated apps, choose Upload custom apps and give it the link.
It can take a few hours for the button to show for everyone.
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Connect your Outlook
Open an email in Outlook and press File on a matter, in the Unforged group. Press Sign in, then Connect. You only do this once on each computer.
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Choose where it goes
Pick the Matter. If you like, choose a Folder and add your Time reading it in minutes.
Time reading it is saved only when the Time pack is on.
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File it
Press File on matter. The email and its attachments are on the matter in Desk straight away. Next time you open that email, the add-in tells you which matter it’s on.
Where you’re signed in
Settings, then Outlook, lists each Outlook you’ve connected and when it was last used. Press Sign out beside one you no longer use.
If something goes wrong
The add-in says you need a Desk seat. Only people with a Desk seat can file emails. Ask your Desk admin to give you one.
The add-in asks you to switch on Microsoft 365. The pack is off for your organisation. Ask your Desk admin to switch it on in Settings, under Packs.
Still stuck? Write to [email protected] and we'll get back to you.