Installing the Docrio Email Manifest URL

This article contains detailed instructions to help users and Administrators to install Docrio Email from a Manifest URL.

The Manifest URL is a link to an .xml file hosted on the web. It contains all of the Docrio Email customizations needed for Microsoft Outlook to effectively communicate with Docrio and the rest of the Litify platform. 

The Manifest URL for Docrio Email can be acquired by reaching out to your CSM or Litify Account Manager. 

Table of Contents 

Prerequisites 

In order to complete the steps listed below, you must first obtain a Manifest URL. Your Manifest URL should be provided to you by your CSM or Litify Account Manager. . If you cannot locate the URL, or have trouble using it, please reach out to Litify Support.

Additionally, for the centralized deployment method, systems administrators will need access to the Microsoft 365 Admin Center.

Docrio Email Manifest URL Deployment Options

When adding the Manifest URL you will want to consider one of the two deployment options: 

  • Centralized Deployment
  • Individual Deployment

A centralized deployment can only be performed by a systems administrator, and allows them to create and deploy the Manifest URL to a large group. Alternatively, the Manifest URL can be deployed individually, on a user-by-user basis.

Of the two options we recommend a centralized deployment. This is an established and feature-rich method of deployment that allows systems administrators to oversee the process in case something doesn’t go according to plan.  

Please see the corresponding sections below for steps on either deployment method.

Method One: Centralized Deployment of Docrio Email 

As mentioned above, this is the preferred method of deployment that we here at Litify recommend. Please keep in mind that the steps listed below will need to be performed by a systems administrator.

Step One: Create a Microsoft Office Group 

The first thing you will need to do is create a group within Microsoft office that you can later deploy to. These steps summarize a process provided directly from Microsoft. Please see their article for more information regarding this process.

  1. Access your organization's instance of the Microsoft 365 Admin Center
  2. From the admin center, expand the Groups menu, and click Groups.
  3. Click Add a group.
  4. On the Choose a group type page, click Office 365, and click Next.
  5. On the Basics page, choose and type a name for the group. Afterwards click Next.
    • Optionally you can also add a description for your group.
  6. On the Edit settings page, choose a unique email address for the group, choose a privacy option, and choose whether you want to add Microsoft Teams to the group. Afterwards click Next.
  7. On the Owner page, choose the name of one or more people who will be designated to manage the group. Afterwards click Next.
    • Anyone who is a group owner will be able to delete email from the Group inbox. Other members won't be able to delete email from the Group inbox. 
  8. After reviewing your settings and making any changes, select Create group.
  9. Click Close.

Step Two: Add Members to your Office Group 

Next, now that you’ve created your group you will want to add individuals from your organization to the group as members. As with the process above, these steps summarize a process provided directly from Microsoft. Please see their article for more information regarding this process.

  1. Refresh your organization's instance of the Microsoft 365 Admin Center
    • This will allow your new group to appear.
  2. Select the name of the group you created in Step One—as outlined above.
  3. On the Members tab, click View all and then manage members.
  4. Click Add members.
  5. Click the users you want to add, and then select Save.
  6. Click Close three times—as it appears.
  7. The group will appear in Outlook with the new members assigned to it.

Step Three: Distributing the Manifest URL to Your Microsoft Group

Finally, after creating your group and adding members to it, it’s time to actually deploy the Manifest URL link. Do so by following the steps below.

  1.  Access your organization's instance of the Microsoft 365 Admin Center. 
  2. Open the Settings menu.
  3. Click Integrated Apps.
  4. Click Upload Custom Apps.
  5. Enter the Manifest URL.
    • Remember that this is something that Litify provides to you. See the Prerequisites section above to acquire this link. 
  6. Assign the URL to the user group that you’ve previously created.

Method Two: Individual Deployment of Docrio Email 

The steps for individually installing Docrio Email 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 Docrio Email you intend to use.

MS Outlook Desktop App

To install the Docrio Email 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.
  3. In the new window navigate to the My add-ins section.
  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.
  5. Paste the Manifest URL, provided above, then click OK.
  6. Click Install.
  7. Once Installed, the Docrio Email extension will appear on the Outlook Ribbon.

MS Outlook Web App

To install the Docrio Email 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. 
  4. In the new window navigate to the My add-ins section.
  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.
  6. Paste the Manifest URL, provided above, then click OK.
  7. Click Install.
  8. Once installed the Docrio Email add-in will become available within the More Actions drop-down.
  9. To add the Docrio Email extension shortcut to the email message surface: go to Outlook Settings and ensure that the box next to Docrio Email is checked.

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