Setting up the Spekit Add-In for Outlook

What is the recommended installation method?

For the most seamless and consistent installation experience, mass deployment is highly recommended as it prevents the need for manual installation by individual users. Coordinate with your IT department or Spekit Administrator to ensure this process is executed smoothly. Detailed instructions for IT teams are provided in the Mass Deploy section below.

If mass deployment is not an option, choose one of the three manual installation methods below.

Option 1: Download from the Microsoft Store

1. Log into Microsoft AppSource with your Microsoft account.
2. Go to the Spekit Add-In for Outlook listing.
3. Click the blue GET IT NOW button.
4. Click Continue when prompted.

5. Click New Mail or open an existing email to launch the add-in.

8. Click Spekit in the ribbon or Add-Ins area.
9. Click the Login to Spekit button.
10. A login window will appear. Log in using one of the four supported methods:
    • Single Sign-On (SSO)
    • Salesforce
    • Salesforce Sandbox Account
    • Spekit Username and Password

Option 2: Install from Outlook Desktop

Windows Users:

1. Open Outlook and navigate to More Apps in the left-side navigation bar.
2. Select Add Apps.
3. Use the search bar to find the Spekit Add-In for Outlook.
4. Click Add to install it.

Mac Users:

1. In Outlook, go to the Tools menu on the ribbon and select Get Add-ins. This will open a new pop-up window.

2. Use the search bar to find Spekit.
3. Click Get it now to install the add-in.

Option 3: Install from Outlook Web

1. In Outlook on the web, go to the app bar on the left and select More Apps → Add Apps.
2. Use the search bar to find the Spekit Add-In for Outlook.
3. Click Add to install it.

How do I open and log into the Spekit Add-In?

1. Click New Mail or open an existing email.
2. Click the Spekit icon in the ribbon or Add-Ins area.
3. Click the Login to Spekit button.
4. A login window will appear. Log in using one of the four supported methods:
   • Single Sign-On (SSO)
   • Salesforce
   • Salesforce Sandbox Account
   • Spekit Username and Password

How do I pin Spekit to my Outlook Desktop toolbar for quicker access?

1. Open up a new Email or an existing Email chain.
2. Click the ellipsis (…) in Outlook.
3. Select Customize Toolbar.
4. Drag the Spekit add-in to your top navigation bar to pin it.

How do I pin Spekit to my Outlook Web toolbar for quicker access?

1. Open a new email or an existing email thread.
2. In the toolbar, click the Apps (or Add apps) grid icon.
3. In the Apps (or Add apps) menu, locate the Spekit add-in.
4. Right-click the Spekit add-in and select Pin.

5. The Spekit add-in will now be pinned to your toolbar for quick access.

How do I deploy the Spekit Add-In to my entire organization?

1. Confirm the Spekit Add-In is compatible with your organization's version of Outlook. Click here to learn how to check your Outlook version.
2. Collaborate with your IT team to ensure they are aware of the deployment process and can assist with any technical requirements.
3. Determine the best deployment scope (all users or specific groups) in consultation with IT to align with your organization's policies.
4. Go to admin.microsoft.com and sign in with your admin account.
5. In the left sidebar, select Settings → Integrated apps.
6. Click + Get apps or + Add app.
7. Search for Spekit in the app store.
8. Choose the deployment scope (all users or specific groups).
9. Review and set permissions as required.
10. Click Deploy.
11. Follow the on-screen instructions to test the add-in.

Which versions of Outlook support the Spekit Add-In?

The Spekit Add-In for Outlook is supported on:

• Outlook versions later than 16.0.11629 on Windows 10/11 and macOS

How do I know which version of Outlook I'm running? (Windows)

There are currently two versions of Outlook for Windows. Here's how to identify which one you have:

• If there is no File tab on the ribbon, you are using New Outlook for Windows.
• If there is a File tab, you are using Classic Outlook for Windows.

New Outlook for Windows - Check version:

1. Click Settings in the navigation header.
2. Go to General → About Outlook. The version will appear on the right.

Classic Outlook for Windows - Check version:

1. Click the File tab.
2. Select Office Account (or Help) to see the version under Product Information.
3. For 32-bit or 64-bit details, click About Outlook.

How do I check my Outlook version? (Mac)

1. Open Outlook on your Mac.
2. In the menu bar at the top of your screen, click Outlook (next to the Apple logo). If the menu bar isn't visible, move your mouse to the top of the screen and it will appear.
3. Select About Outlook from the dropdown. Your version information will be displayed.