How to Install Litify Inbox from a Manifest URL

This article contains detailed instructions to help users and Administrators to install Litify Inbox from a manifest URL.

The Manifest URL is a link to an .xml file hosted on the web. It contains all of the Litify Inbox customizations defined in the Litify Inbox provisioning questionnaire. The Manifest URL is sent in the Litify Inbox provisioning email by Revenue Grid.

Prerequisites 

In order to complete the steps listed within this article you must first obtain a Manifest URL.

Table of Contents 

Installing Litify Inbox Add-In in Office 365 (O365) 

The steps for installing Litify Inbox using a Manifest URL are different depending on whether you are using the MS Outlook Desktop App or the MS Outlook Web App. Reference the correct section below depending on which version of Litify Inbox you intend to use.

MS Outlook Desktop App

To install the Litify Inbox add-in for the Desktop App follow the steps below:

  1. Open MS Outlook. 
  2. Select Get Add-ins from the Ribbon. This will launch a new window.

    Screen_Shot_2021-09-28_at_2.22.27_PM.png

  3. In the new window navigate to the My add-ins section.

    Screen_Shot_2021-09-28_at_2.22.42_PM.png

  4. Navigate to the bottom of the page to the Custom add-ins section, expand the + Add a custom add-in menu, and select Add from URL.

    Screen_Shot_2021-09-28_at_2.24.43_PM.png

  5. Paste the Manifest URL that you received when Litify Inbox was provisioned into the box provided and then click OK.

    Screen_Shot_2021-09-28_at_2.25.21_PM.png

  6. Click Install.

    Screen_Shot_2021-09-28_at_2.25.33_PM.png

  7. Once Installed, the Litify Inbox plugin will appear on the Outlook Ribbon.

    Screen_Shot_2021-09-28_at_2.26.30_PM.png

MS Outlook Web App

To install the Litify Inbox add-in for the Web App follow the steps below:

  1. Open the MS Outlook Web App.
  2. Select any email from your Inbox.
  3. Expand the More Actions panel by clicking the “...” icon within an email, and select Get Add-ins from the drop-down menu. 

    Screen_Shot_2021-09-28_at_2.27.11_PM.png

  4. In the new window navigate to the My add-ins section.

    Screen_Shot_2021-09-28_at_2.22.42_PM.png

  5. Locate the Custom add-ins section at the bottom of the page, and expand the + Add a custom add-in menu. Select Add from URL.


    Screen_Shot_2021-09-28_at_2.24.43_PM.png

  6. Paste the Manifest URL that you received when Litify Inbox was provisioned into the box provided and then click OK.

    Screen_Shot_2021-09-28_at_2.25.21_PM.png

  7. Click Install.

    Screen_Shot_2021-09-28_at_2.25.33_PM.png

  8. Once installed the Litify Inbox add-in will become available within the More Actions drop-down.

    Screen_Shot_2021-09-28_at_2.29.24_PM.png

  9. To add the Litify Inbox add-in shortcut to the email message surface: go to Outlook Settings and ensure that the box next to Litify Inbox is checked.

    Screen_Shot_2021-09-28_at_2.29.44_PM.png

Installing Litify Inbox Add-In in MS Exchange on Premise

To install the Litify Inbox add-in within MS Exchange environments follow the steps below:

  1. Open your corporate Outlook account using the web page URL.   
    • If you do not have this URL, you can contact your Exchange Administrator to get it.
    • You may also be able to find this URL using your MS Outlook Desktop client. To do this: Open your Outlook desktop applications, open the File tab and click Info. Next, copy the URL displayed under the line “Access this account on the web” at the top and paste it into your web browser.

      Screen_Shot_2021-09-28_at_2.31.20_PM.png

  2. Enter your login credentials into the boxs provided and then click sign in.

    Screen_Shot_2021-09-28_at_2.31.29_PM.png

  3. If your credentials are correct, the Mail page will open.

    Screen_Shot_2021-09-28_at_2.32.09_PM.png

  4. Click the Menu (cog) icon and select Options in the upper-right corner of the window.

    Screen_Shot_2021-09-28_at_2.32.17_PM.png

  5. Expand the General tab and choose Manage add-ins.

    Screen_Shot_2021-09-28_at_2.33.11_PM.png

  6. Click the + (Add) button on the Manage add-ins page and then select the source you want to install the add-In from. In this case, you would select Add from URL.

    Screen_Shot_2021-09-28_at_2.33.18_PM.png

  7. In the box that appears enter the Litify Inbox installation URL provided by the Revenue Grid team. Then click OK.

    Screen_Shot_2021-09-28_at_2.33.28_PM.png

  8. On the next page, click Install.

    Screen_Shot_2021-09-28_at_2.25.33_PM.png

  9. Now the Litify Inbox add-in will appear in the list of available apps on the Add-Ins for Outlook page.
  10. To verify that the Litify Inbox Add-In was installed successfully, check the MS Outlook ribbon.

    Screen_Shot_2021-09-28_at_2.26.30_PM.png

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