The vast majority of admins on Sherpany work with Outlook. Previously, however, documents received by email had to be saved locally before they could be uploaded to Sherpany. Now you can save yourself this annoying step - thanks to the free Outlook Add-Ins from Sherpany! You can also export calendar appointments from your Outlook directly to Sherpany, where the corresponding session is created fully automatically.
Thanks to the add-in connection, it will be possible to transfer information directly from Outlook to Sherpany. For this purpose, a login window opens directly in Outlook, allowing you to do your Sherpany Authentication. You can then load PDF attachments directly into meetings or transfer meetings from your calendar to Sherpany.
Please note the following technical requirements: Your Outlook email account must reside on Exchange 2013 or later, which is available through Office 365, Exchange Online, or through an on-premises installation. Note that POP- and IMAP-Accounts in Outlook do not support Office Add-Ins.
Having met the technical requirements, the Add-Ins can either be downloaded Outlook integrated store (available in a near future) or you can activate the program files via sideloading inside Outlook. Please contact your Customer Success Manager - we will be happy to support you.