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Installing the Truss Outlook Plugin

Add a quick plugin to securely send files to your clients and tie it back into Truss!

Do you need the plugin? Click here to download the install file.

🎚️ App Requirements

To utilize the application, we need the following capabilities/permissions:

  • Ability to send data over the Internet.

  • Access and modify personal information in the active message—including the body, subject, sender, recipients, and attachment details—and may send that data to a third-party service (Truss). Other items in your mailbox cannot be read or modified.
  • The account must be a Microsoft Exchange account. We do not support third-party Exchange servers or POP/IMAP accounts at this time (sorry!)

📦 Installation

Using the above link, add it from the App Marketplace. Once run from the website, you may need to close and re-open Outlook to see the item on your Outlook ribbon.

🔩 Functionality

From Outlook in a New Email, you can now create a new Project on the fly and attach it to an email:

You can also share files securely! To learn more about this process, check out our article on Sending Files With the Outlook Plugin.