QuickFile365 can be installed in several ways, depending on how you want to deploy it and whether you need the Send & File feature.
Single-User Installation
QuickFile365 is available on Microsoft AppSource. However, due to some platform limitations, the AppSource version does not include the Send and File feature.
If you would like to to be prompted to file emails when sending, you can install a version of QuickFile365 using a manual setup process.
Install QuickFile365 (without Send & File)
Note: The AppSource version does not include the Send and File prompt.
You can still file emails manually using the QuickFile taskpane after sending.
1. To use our mail filing add-on, you must download it from Microsoft AppSource. Click on the button below to Go to Microsoft AppSource.
2. Once the Microsoft AppSourse screen is displayed, click the Get it now button to start the add-on installation process.
3. After installing the add-on, read or watch our step-by-step guide on using mail filing.
Install QuickFile365 - Manual Setup (with Send & File)
Download and save the installer file
Click Download Manifest
Open the Addin installer in Outlook
Click https://aka.ms/olksideload
Click My add-ins
Remove QuickFile (if it is was previously installed)
(it will be shown on the My Addins page)
Click the (…) menu → Remove
Install the downloaded installer file (manifest)
Scroll to Custom add-ins
Click Add a custom add-in → Add from file
Select the downloaded QuickFile365_SmartAlert.xml file
Click Open, a warning dialog will appear. Click Install on the dialog to proceed.
Admin installation (Microsoft Admin Center)
Administrators can deploy QuickFile365 centrally to users through the Microsoft 365 Admin Center.
The Admin Center deployment includes the Send & File feature.
Note: A customized manifest is required for deployment. Please contact QuickFile365 Support to request your customized manifest before proceeding.
1. Open Microsoft 365 admin center (Integrated apps). If necessary, sign in to Microsoft with your organization’s Microsoft 365 global admin account.
2. Click Upload custom apps. In the wizard, select Office Add-in as the app type. Under Choose how to upload your app, select Upload manifest file (.xml) from device, then select the customized manifest file provided by the QuickFile365 Support Team. Once the manifest has been uploaded and successfully validated, click Next.
3. On the next page of the wizard, you’ll see the Assign Users options:
- Entire organization
- Specific users/groups
- Just me
Select the appropriate option. If you’re using Specific users/groups, you can search for users in the text field.
Note: For testing purposes, do not select “Entire organization”. We recommend deploying the add-in to a few users using the Specific users/groups option.
4. Click Next. The App permissions and capabilities page will appear. Make sure to accept the permissions for QuickFile365.
5. After accepting permissions, click Next to proceed to the Review and Finish Deployment page.
6. Click Finish deployment.
Note: It may take several hours for the add-in to appear for all assigned users. This delay is controlled by Microsoft.