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

This guide explains how individual users can set up the Retarus Fax for Outlook Add-In. There are two methods for setting up the add-in for Retarus Fax: downloading it automatically from the Microsoft AppSource Marketplace or manually with the required XML manifest file. It is recommended that you install the add-in from Microsoft AppSource first. Although installing the add-in from AppSource is usually reliable, installing the add-in using the XML manifest file is good alternative.

• Please visit the Retarus Fax for Outlook Add-In page in the Microsoft AppSource to learn about the integration capabilities and functionalities of Retarus Cloud Fax, along with the supported products and versions.

• To learn about using Outlook add-ins, please visit this Microsoft Support guide: Use add-ins in Outlook

Developer: Retarus 

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

Prerequisites

• Microsoft Outlook installed and configured.

• A Microsoft account with permission to install add-ins.

• Active Retarus Cloud Fax account for Email-to-Fax and/or Fax-to-Email.

• The sending domain must be registered with Retarus by your email or fax administrator.

Setting up the Retarus Fax for Outlook Add-In via Microsoft AppSource

1. Open Outlook and go to the Home tab:

   • Click on All Apps in the ribbon.

   • Click on Get Add-ins.

     • The Microsoft AppSource main page is displayed.

2. Search for Retarus Fax:

   • Click in the Search AppSource Apps field

   • Type Retarus Fax for Outlook.

     • The Retarus Fax for Outlook Add-In tile is displayed in the results.

3. Install the Add-in:

   • Click on the Get it now button to install the add-in.

   • Follow the prompts to complete the installation.

     • Once installed, you will see the Send fax button in your Outlook ribbon. 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.

4. Verify that the installation was successful:

   • Open Outlook and go to the Home tab.

   • Double Click New Email.

   • Click the Send fax button.

   • Compose and send a test fax.

     • You will receive a successful delivery notice in your Outlook email when your fax has been successfully sent.

Setting up the Retarus Fax for Outlook with the XML manifest file

1. Get the latest XML manifest file using this link: store.office.com/app/download?assetid=WA200007988

   • 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 its entry point in the application’s user interface.

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. Once installed, you will see the Send fax button in your Outlook ribbon.

   • 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:

   • Open Outlook and go to the Home tab.

   • Double Click New Email.

   • Click the Send fax button.

   • Compose and send a test fax.

     • You will receive a successful delivery notice in your Outlook email when your fax has been successfully sent.

Additional information

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

• For an overview of the functionality and instructions on faxing with the Retarus Fax for Outlook Add-In, please refer to the Microsoft: User Guide for Retarus Fax for Outlook Add-In.