EZLynx has created an email add-in for the Office 365 platform. One install gives you the EZLynx Office 365 Email Add-In capability across all devices. It is compatible with all your devices and browsers, including Mac. 


This add-in has the following capabilities: 

  • Rename the email and all attachments for cleaner, more efficient filing
  • Choose which attachments to save
  • Interact with Workspace without leaving Outlook
  • Update Applicant email addresses with one click
  • Efficient Sent Email filing workflow


To learn more about the features, please see: Outlook - How to Use Outlook Office 365 Add-in


Please note: This feature is included in our Communication Center. 


To tell if you have our Communication Center, look for the icon on the grey navigation bar.


If you are interested in purchasing our Communication Center, please email sales@ezlynx.com 


Installing Office 365 Email Add-In – Desktop Version

 

1. Under the Home Tab, click the Get Add-Ins button.

 

 

2. In the "Search add-ins" bar in the top right hand corner, type EZLynx. 


3. Click EZLynx for Outlook


 

4. Click the blue Add button.

 


5. Once installed you should see a blue check mark. Close out the window to go back to your Outlook.

 


6. On the Outlook Ribbon, click the EZLynx Icon. This will open a fly-out which will house the EZLynx Add-in.


7. Input your EZLynx username and password to login. This will allow the Add-in to locate and search through your agency's EZLynx to locate matching customer accounts based on email address. 


Quick Tip! Pin the fly-out so you can always see it for a more efficient workflow. 

 


Installing Office 365 Email Add-In - Online Version


1. While clicked onto an email, click the More Actions button. 



2. Click Get Add-ins at the bottom.



3. In the "Search add-ins" bar in the top right hand corner, type EZLynx. 


4. Click EZLynx for Outlook



5. Click the blue Add button.

 


6. Once installed you should see a blue check mark. Close out the windows to go back to your Outlook.


(Please note: By default, we will pin the fly-out for a more efficient workflow.) 



7. While clicked on an email, click the EZLynx icon. This will open a fly-out which will house the EZLynx Add-in.



8. Input your EZLynx username and password to login. This will allow the Add-in to locate and search through your agency's EZLynx to locate matching customer accounts based on email address.