Microsoft: Setting up the Retarus Fax for Outlook Add-In

This setup guide explains how individual users can configure Retarus Fax for Outlook to send faxes using Retarus Fax Cloud from Microsoft Outlook. This document does not describe the roll-out via the MS Add-In Administrator catalog.

Developer: Retarus 

Category: Email-to-Fax, Fax-to-Email

Prerequisites

• The email administrator must initialize the Retarus Fax for Outlook Add-In or give users permission to initialize add-ins themselves.

• Users must have a Retarus fax account created using the internet email address associated with their Outlook email account.

Your email administrator or fax administrator must register the sending domain that your organization will use.

• Retarus provides the manifest.xml file upon request.

  • The manifest XML file is a configuration file that describes how the add-in should operate within the Microsoft Outlook application. It contains essential information about the add-in, such as its unique ID or version, and specifies the entry point for the add-in in the application user interface.

• Credentials for Outlook on the web.

  • The entire setup process is performed on the Manage Add-ins page within Outlook on the web application.

  • Go to Settings → Options → General → Manage Add-ins to view this page.

  • If you use Outlook for PC, you can also open the Manage add-ins page by choosing File → Manage Add-ins.

How to get started

1. Request a manifest file for the Retarus Fax for Outlook add-in from Retarus Support or your Retarus representative.

2. In the Outlook application, click File → Manage Add-ins.

   • The Manage Add-ins page opens listing all installed add-ins.

3. Click the Add (+) icon, and choose Add from a file.

   • The Add add-in from a file sidebar opens.

4. Click Browse, and navigate to your manifest XML file.

5. Click Open, and then click Next.

6. Read the displayed information, and click Install.

7. Click OK to finish the add-in installation.

8. When the add-in has been installed and activated, the Send fax button is displayed within the user interface of your Outlook application. The button’s appearance varies based on the Outlook application you use. For example, in the Outlook for PC version, you’ll find the icon in the ribbon menu on the Message tab.

9. Verify that the installation was successful by opening the Fax for Outlook add-in and sending a test fax.

Congratulations! You’ve completed the setup successfully!

Additional information

Retarus Email-to-Fax uses the powerful features of Retarus Fax Cloud to make sending faxes easy and reliable right from your favorite email applications. Expanding upon the Retarus Email-to-Fax capabilities, the Fax for Outlook add-in specifically enhances the experience for Microsoft Outlook users. This addition to Email-to-Fax allows for direct and effortless fax transmission directly from the familiar interface of Microsoft Outlook.

Please also check the MS Support Page for additional information on setting up and using Add-Ins for Outlook.