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Integrations

Install Tracker for Outlook

The Tracker for Outlook add-in lets you quickly complete essential Tracker workflows from within Outlook. Once you enable the integration, you can copy Outlook email messages, attachments, documents, and other files to Legal Tracker matters from Outlook, review matters, and create matters.
Tracker for Outlook users need:
  • A Tracker account
  • An Outlook account (Office 365 or Outlook 2013 or later)
Your company needs to have Thomson Reuters turn on Tracker add-ins for your company. Next, your System Administrator or Tracker Coordinator can enable the integration and install and set up the add-in.

Enable Outlook Integration

  1. From Tracker, click
    Settings
    in the left navigation
  2. Under
    Integrations
     select
    Other Integration Features
    .
  3. Next to
    Outlook add-in
     check
    Yes
    .

Get the Add-In

Tracker for Outlook works across desktop Outlook for Windows and Mac, as well as Office 365 and Outlook.com. To find the add-in, go to Microsoft AppSource. This step is typically done by your company’s IT department to ensure no company security policies prevent the add-in from working correctly.
Tracker for Outlook users need:
  • A Tracker account
  • An Outlook account (Office 365 or Outlook 2013 or later)

Install the Add-in (Individual)

  1. Sign in to Office 365.
  2. In the Office 365 Application Launcher, click the Mail tile.
  3. From the Setting menu (Gear icon) click Manage add-ins.
  4. From the Manage add-ins page, click the down arrow.
  5. The Office Store opens. Search for the Tracker for Outlook Add-in and select it.
  6. Click the
    Add
    button.
  7. On the pop-up that appears, click
    Install
    .
  8. When the installation finishes, a confirmation page appears. Click the
    OK
    button.
    You're ready to begin using Tracker for Outlook. Open the Application Launcher and return to Mail.

Company Installation (Enterprise)

  1. Sign into Office 365™ as an administrator.
  2. In the Office 365 Application Launcher, click the Admin tile.
  3. Click the Exchange category on the left navigation list.
  4. On the Exchange admin center page, under the Organization section, click the Add-ins link.
  5. From the Manage add-ins page, click the down arrow.
  6. The Office Store opens. Search for the Tracker for Outlook Add-in and select it.
  7. Click the
    Add
    button.
  8. On the pop-up that appears, click
    Yes
    .
  9. When the installation finishes, a confirmation page appears.
  10. Close the tab and return to the Exchange admin center page.
You're ready to begin using Tracker for Outlook. Open the Application Launcher and return to Mail.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company