> ## Documentation Index
> Fetch the complete documentation index at: https://help.draftable.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Installing Draftable in Outlook

> Draftable in Outlook is a Microsoft Outlook Add-in that enables users to run Draftable comparisons directly from Outlook with full file selection, inline attachment access, and comparison viewer capabilities. By deploying this add-in across your Microsoft 365 organization, you empower your users to compare email attachments and documents seamlessly from their inbox.

This guide provides step-by-step instructions for Microsoft 365 administrators to deploy the Draftable in Outlook Add-in organization-wide.

<Note>Remote desktop, Citrix, and RDP environments are supported from add-in version 2.62.0.1 onwards.</Note>

<Warning>For the latest version of Chrome (142.0.7444), these add-ins do not work for Microsoft 365 in Chrome.</Warning>

## Overview

Draftable in Outlook allows users to run Draftable comparisons directly from Outlook, with specialized features for comparing email attachments and accessing comparison tools from your inbox.

**Key Features:**

* **File selection**: Full side pane with file selection functionality, including recently compared files, email attachments (including DMS links), files from iManage, NetDocuments, SharePoint and other DMS systems
* **Inline attachment access**: Browse and select email attachments and DMS links directly from the comparison interface, with automatic validation and version selection
* **Profiles**: Ability to select from the user's Draftable profiles (rendering sets)
* **Comparison type selection**: Choose between redline, tracked changes, or side-by-side comparison types
* **Message read and compose modes**: Works seamlessly in both reading and composing emails
* **Viewer**: Option to open comparisons in Draftable's rich viewer experience, with export to email, DMS, and more
* **Next actions**: Direct access to complete workflow actions including open, save to DMS, print, email, or copy to clipboard

## Prerequisites

* You must have admin privileges for Microsoft 365 (**you will need a Microsoft 365 Business account**)
* Ensure your environment supports Office Add-ins via the Microsoft 365 admin center.
* You must have **at least Draftable v25.10.000** for this Add-in to correctly function.

## Step-by-Step Setup

### 1. Go to the Integrated Apps Portal

<Steps>
  <Step>
    Visit the [Integrated Apps section of the Microsoft 365 Admin Center](https://admin.microsoft.com/#/Settings/IntegratedApps).
  </Step>

  <Step>
    Click **Upload custom apps**.
  </Step>
</Steps>

### 2. Upload the Draftable in Outlook Add-in

<Steps>
  <Step>
    Under **App type**, select **Office Add-in** from the dropdown menu.
  </Step>

  <Step>
    Download the **latest manifest file** by following the below URL:\
    [https://dl.draftable.com/addins/outlook-full/2.62.0.1/manifest.xml](https://dl.draftable.com/addins/outlook-full/2.62.0.1/manifest.xml)

    <Note>**Note:** The Draftable in Outlook Add-in **does not auto-update**. You will need to retrieve the latest manifest file when you wish to update your version of the Add-in.</Note>
  </Step>

  <Step>
    This URL will always point to the latest version of the Draftable Add-in manifest.
  </Step>

  <Step>
    Click **Validate**.

    <Frame>
      <img src="https://mintcdn.com/draftable/B2kzCCfUvVdHgQCw/images/draftable-legal/image-222.png?fit=max&auto=format&n=B2kzCCfUvVdHgQCw&q=85&s=2da91d989820e2e5acea85addfb7541d" alt="" width="1907" height="969" data-path="images/draftable-legal/image-222.png" />
    </Frame>
  </Step>
</Steps>

### 3. Configure Delivery to Users

You will be asked how the add-in should be deployed across your organization:

* Assign to **Entire organization**, **Specific users**, or **Groups** depending on your use case.
* Choose whether the add-in should be **automatically installed** or **available for users to install manually**.

**Deployment methods:**

* **Fixed** - Add-in is automatically installed and users cannot remove it
* **Available** - Add-in is available for users to install from their Office apps
* **Optional** - Add-in is automatically installed but users can remove it

<Frame>
  <img src="https://mintcdn.com/draftable/B2kzCCfUvVdHgQCw/images/draftable-legal/image-223.png?fit=max&auto=format&n=B2kzCCfUvVdHgQCw&q=85&s=8c25d5c23668bb3e4f660a0ee5350893" alt="" width="1451" height="888" data-path="images/draftable-legal/image-223.png" />
</Frame>

### 4. Accept Permissions

You will be prompted to accept and approve the required permissions on behalf of your users.

<Frame>
  <img src="https://mintcdn.com/draftable/B2kzCCfUvVdHgQCw/images/draftable-legal/image-224.png?fit=max&auto=format&n=B2kzCCfUvVdHgQCw&q=85&s=689869d6d4e7a11e45f013f11051a678" alt="" width="1025" height="700" data-path="images/draftable-legal/image-224.png" />
</Frame>

#### Required Permissions Overview

**App Permissions:**

* Sign in and read users' basic profile information.
* Access user profile details including name, picture, username, and email address.
* Read basic company information for signed-in users.

**App Capabilities:**

* `ReadWriteItem`: Allows the app to read and write the contents of email messages and attachments.
* `SendReceiveData`: Enables the app to communicate with the Draftable application for comparison processing.

### 5. Finish Setup

Once permissions are approved and the app is assigned to your selected users, the Draftable in Outlook Add-in will be available within Outlook.

<Note>
  **Please note:** The Application installation and update can **take up to 24 hours**. In most cases, it appears within minutes. For more information about it, please visit Microsoft Documentation - [Deploy add-ins in the admin center - Microsoft 365 admin | Microsoft Learn](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide)
</Note>

We recommend that if the Add-in hasn't been deployed in this time, you should get users to restart Outlook and their Machine to **prompt** the Add-in to be added.

### 6. Verify Deployment

1. Open Outlook
2. Go to the **Home** tab
3. Look for the **Draftable** section in the ribbon
4. The add-in buttons should appear in the ribbon or under **My Add-ins**

## Troubleshooting

<AccordionGroup>
  <Accordion title="Add-in not appearing for users?">
    * Wait up to 24 hours for deployment to fully propagate
    * Verify users are in the correct security group (if using group-based deployment)
    * Have users restart their Office applications
    * Check that users have active Microsoft 365 subscriptions with Office apps
    * Ensure users are signed in with their organizational account
  </Accordion>

  <Accordion title="Manifest validation failed?">
    * Ensure you copied the complete URL without extra spaces or line breaks
    * Verify the URL is accessible from your network (not blocked by firewall or proxy)
    * Check that `dl.draftable.com` is not blocked by your organization's web filter
    * Try accessing the URL directly in a browser to confirm it's reachable
  </Accordion>

  <Accordion title="Need to update to a new version?">
    * Return to **Integrated apps** in the Admin Center
    * Find the existing Draftable add-in in the list and click on it
    * Look for an **Update** option and provide the new manifest URL
    * The updated version will roll out to users automatically
    * Users may need to restart Office apps to see the update
  </Accordion>

  <Accordion title="Remove or uninstall an add-in?">
    * Go to **Integrated apps** in the Admin Center
    * Click on the Draftable add-in
    * Select **Remove** or **Delete**
    * Confirm the removal
    * The add-in will be removed from users' Office apps within 24 hours
  </Accordion>
</AccordionGroup>

## Need Help?

If you experience issues with deployment or setup, please contact [support@draftable.com](mailto:support@draftable.com).