Outlook Integration - Manual add-in installation

Add your attachments to Formality directly from your Outlook mailbox, without ever leaving your workspace.

Prerequisites

• Before you start, make sure you are signed in to your Outlook Web.

• Sign in via the Microsoft connector

Installation steps

1

Sign in to Formality via Microsoft

This step links your Microsoft account with your Formality account.

2

Start the installation

Go to the installation page

3

Open the add-ins page

Click the Apps

Click "Get Add-ins"

4

Add the custom add-in

Click the "My add-ins"

Click Add a custom add-in then choose Add from file.

5

Download and install the file

Select the manifest file below, then approve the permission request.

5KB

Formality-Outlook-addin.xml

DownloadOpen

💡 A security alert may appear: don’t worry, your IT department has approved the application.

6

Refresh the page

Reload your Outlook page to enable the extension.

7

Use Formality in Outlook

While viewing an email containing a PDF attachment, click the Formality icon in the extensions bar. Select Add to Formality to import the document into your workspace.

Result

• The document is automatically added to your Formality workspace.

• Your Outlook and Formality accounts are now connected.

• You can continue to add, view, or manage your documents directly from Outlook, without losing context.

If an error occurs or a document was added incorrectly

Did you add a document that doesn’t belong to your workspace? No problem! Just go to Formality and delete it from the list of imported documents.

Why use the Outlook integration?

• Time savings : no need to download, rename, then manually upload your attachments anymore.

• Simplicity : everything is done from your mailbox, with one click.

• Traceability : each document is automatically linked to its Outlook origin for better tracking.

Good to know - Document origin

Each imported document displays a symbol indicating its source :

• ✉️ Outlook : documents added via the extension

• 📂 Formality : direct import on the platform

• 🔗 Other integrations (e.g. Salesforce, HubSpot, Universign...)

This helps you quickly identify where each document in your workspace came from.