CCH iFirm 2022.10

To learn more about the Documents add-in for Microsoft Outlook

The Documents add-in for Microsoft Outlook allows the CCH iFirm users working with Microsoft Outlook to classify the e-mails they've exchanged with their clients in the respective folders or jobs of these clients.

System requirements

To correctly run the Documents add-in for Microsoft Outlook, your computer system must have the following components:

  • E-mail Server: Exchange Online with Office 365
  • E-mail clients: Microsoft Outlook 2013, 2016, 2019 & Office 365 on Windows PC, most recent stable version recommended & Outlook on the web.
    • The Pin option is currently available to Office 365 subscribers on Outlook 2016 or later for Windows (build 7668.2000 or later) for users in the current or Office Insider channels, build 7900.xxxx or later for users in deferred channels).

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Install the Documents add-in for Microsoft Outlook

Settings - Installation

In order to classify the various exchanged e-mails relating to your clients in the Documents module, you must first install the Documents add-in for Microsoft Outlook. To do so, proceed as follows:

  1. Click Settings > Installation.
  2. Click Documents Add-in for Microsoft Outlook.
    The DocumentsAddin.xml file will be downloaded to the Download folder.
  3. To proceed with the installation, please refer to the appropriate procedure based on the Outlook version being used.

Install the add-in from the desktop version of Outlook

  1. Click File > Info > Manage Add-ins.
  2. Click Add  in the Manage Add-ins page, and then click Add from file.
  3. Click Browse to select the previously downloaded XML file, and then click Next to continue.
  4. Read the Microsoft recommendations concerning the installation of this add-in,and then click Install.
  5. Click OK.

Install the add-in from the classic Web version of Outlook

  1. Click Settings > Manage Integrations.
  2. Select My add-ins.
  3. Go to the bottom of the page to access the custom add-ins.
  4. Click Add a custom add-in, and then select Add from file.
  5. Select the previously downloaded XML file, and then click Open to continue.
  6. Read the Microsoft recommendations concerning the installation of this add-in, and then click Install.

Install the add-in from the new Web version of Outlook

  1. Click on an e-mail to open it, and then click the Other actions menu in the upper right corner of the e-mail.
  2. Click Get Add-ins.
  3. Select My add-ins.
  4. Go to the bottom of the page to access the custom add-ins.
  5. Click Add a custom add-in, and then select Add from file.
  6. Select the previously downloaded XML file, and then click Open to continue.
  7. Read the Microsoft recommendations about the installation of this add-in, and then click Install.

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Set the add-in in Microsoft Outlook

Once the Documents add-in for Microsoft Outlook is installed, you must set it to ensure the e-mails exchanged in Microsoft Outlook are classified in your CCH iFirm site.

To set the add-in in Microsoft Outlook, proceed with one of the following ways:

Set from the desktop version of Outlook

Once the add-in is installed, the CCH iFirm button is displayed on the Outlook ribbon.

  1. Click CCH iFirm.
  2. In the CCH iFirm Site box, the URL address of your CCH iFirm site is automatically copied.
  3. Click Next to establish a connection.
  4. To connect Outlook to your CCH iFirm site, enter your username and password, and then click Login.
    If applicable, enter the authentication code for the multiple-factor authentication purposes.
  5. Click Yes to grant access.

Note: Display the ribbon at all times in Microsoft Outlook, so the CCH iFirm button is always visible. You can also pin the add-in so it is always displayed next to your e-mails .

Set from the classic Web version of Outlook

Once the add-in is installed, the CCH iFirm button is displayed at the top of each e-mail.

  1. Click CCH iFirm.
  2. In the CCH iFirm Site box, the URL address of your CCH iFirm site is automatically copied.
  3. Click Next to establish a connection.
  4. To connect Outlook to your CCH iFirm site, enter your username and password , and then click Login.
    If applicable, enter the authentication code for the multiple-factor authentication purposes.
  5. Click Yes to grant access.

Note: Pin the add-in so it is always visible next to your e-mails.

Set from the new Web version of Outlook

Once the add-in is installed, it is available under the Other actions menu in the upper right corner of each e-mail.

  1. Click .
  2. In the CCH iFirm Site box, the URL address of your site is automatically copied.
  3. Click Next to establish the connection.
  4. To connect Outlook to your CCH iFirm site, enter your username and password, and then click Login.
    If applicable, enter the authentication code for the multiple-factor authentication purposes.
  5. Click Yes to grant access.

Note: Pin the add-in so it is always visible next to your e-mails.

Create a coulour category in Microsoft Outlook

CCH iFirm creates a default category in Microsoft Outlook named Saved to CCH iFirm Documents. Because of technical limitations, no colour can be assigned to this category by CCH iFirm and the filter options cannot be used with this category.

If you want CCH iFirm users to take advantage of all features provided by Microsoft Outlook's colour categories, a user with admin rights for Office or a user who is the admin of their computer can create a colour category allocating to this category exactly the same name as that allocated by CCH iFirm, i.e.: Saved to CCH iFirm Documents or Enregistré dans CCH iFirm Documents.

Note: The category name must be in the language used by the CCH iFirm add-in.

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