Outlook Add-in

The Sign In App Outlook Add-in allows you to integrate a Sign In App pre-registration form with your Outlook calendar. Utilising the Add-in will allow you to pre-register visitors on Sign In App and then have the details pre-populated onto an event in your Outlook calendar. Once you have set up the Add-in on your account, your details will be saved to your Outlook account allowing you to utilise the Add-in no matter where you sign in from.

To add the Sign In App Outlook Add-in you will need to copy and paste the following manifest link:

https://www.signinapp.com/outlook-addin/manifest.xml

Installation - Outlook 365 Browser

You can install the Add-in in your browser (we recommend using Chrome, Safari or Firefox) by going to your Outlook 365 account and creating a new event in your calendar. In the popup select More options to reveal the full Calendar event form. Select the three dots to the top right to reveal additional ribbon items and select Get Add-ins.

The add form window filled out to demonstrate how a form can be added

In the new window, select My add-ins in the left-hand sidebar and scroll to the bottom to find the Custom add-ins section. Clicking the Add a custom add-in link will reveal another menu where you can select Add from URL....

The add form window filled out to demonstrate how a form can be added

Copy and paste the manifest link provided at the beginning of these instructions into the provided input field and select ok. You can now select Install to add the add-in to your Outlook account. Once complete you should see the add-in appear under the Custom add-ins section.

The add form window filled out to demonstrate how a form can be added

Installation - Outlook 365 Desktop

To install the Add-in using the Outlook 365 desktop application, open the software and view your inbox. In the Outlook ribbon, click Get Add-ins to open the add-in installer.

The Get Add-ins button on the Outlook ribbon

Select My add-ins in the left-hand sidebar and scroll down to the bottom to find the Custom add-ins section. Clicking the Add a custom add-in link will reveal another menu where you can select Add from URL….

The add form window filled out to demonstrate how a form can be added

Copy and paste the manifest link provided at the beginning of these instructions into the provided input field and select ok. You can now select Install to add the add-in to your Outlook account. Once complete you should see the add-in appear under the Custom add-ins section.

The add form window filled out to demonstrate how a form can be added

Setting up the Add-in

To access the add-in select the Sign In App logo in the New Event window ribbon (New Appointment in the desktop application). If it is not on the ribbon click the three dots to the right-hand side to reveal more options where it will be listed. The Sign In App menu items may appear directly on the ribbon rather than within a Sign In App menu on the desktop version of Outlook 365. When you first click on any of the Add-in's menu items you will be presented with a welcome wizard to connect your Sign In App account.

Each step of the add in wizard

Form Link

To set up the add-in you will require a unique form link. If you have not been provided a link and do not have access to the Sign In App portal you will need to contact the appropriate persons within your company for one. If you have portal access you can click here to find out how to create a form link.

Add Pre-registration

Once connected you can now create a new pre-registration by selecting the Add pre-registration menu item on the Sign In App add-in menu. This will display a pre-registration form in a taskpane to the side of the Outlook event window. Fill this form in before entering any details into the main Outlook event form. When you have completed the form provided by the Sign In App Add-in, click the Add pre-registration button at the bottom of the form to send the information to Sign In App. The Add-in will then copy the information into the relevant form fields on the Outlook event form. You can now close the Sign In App Add-in taskpane and make any necessary adjustments to the event form before saving it to your Outlook account.

Example of how the Outlook window will look once the Add-in has pre-populated the fields

Tip

The Sign In App Add-in will pre-populate the body of the event with the same message you have set for pre-registrations under Group > Pre-registrations > Pre-registration email message.

Warning

By selecting Send email invitation from Sign In App at the bottom of the pre-registration form and entering a valid email, the Add-in will send a pre-registration email similar to ones sent when pre-registering through the portal. When the Add-in copies the information to the Outlook form it will pre-populate the Invite attendees field with the provided email. Outlook will send a second email that is usually sent when an Outlook event is made upon saving in Outlook.

Settings

The settings pane allows you to adjust settings that can affect how the Sign In App Add-in behaves.

Clicking this button will clear the saved form link currently associated with your Outlook account. You will need to enter a new link to continue adding pre-registrations through the Add-in.


Troubleshooting

Some legacy versions of outlook may have trouble downloading the manifest file. An alternative installation method is to download the manifest.xml file by visiting the link in a browser and selecting File > Save as in the browser menu. In Outlook select Add from File… under the Add a custom add-in section to upload the file from your desktop.

Enterprise versions of Microsoft Office allow an administrator to install and manage add-ins for all company users and prevent individual users from installing their own. If you are having trouble installing the Add-in please contact your IT department to check if this is the case for your company.

Tip

For advanced installation instructions, you can visit the official Office Add-in documentation here.


We hope you've found this guide useful but if you have any questions about the Outlook Add-in or any Sign In App feature, please contact our support team at support@signinapp.com.

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