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Contents
- Launching BriefCatch for Outlook
- Authentication
- Microsoft Single Sign-On
- Email & Password
- Organization Code
Launching BriefCatch for Outlook
After deployment is complete, your users will find BriefCatch for Outlook under the Message tab when composing or replying to an email. Click the BriefCatch icon to open the BriefCatch app:
Please Note: In most cases, centrally deployed apps will show up within minutes or hours. But in some cases it can take up to 72 hours to fully propagate for all of your users.
If the BriefCatch icon doesn't appear under the Home tab after 72 hours, see our Add-in not showing up after deployment instructions.
Authentication
The first time BriefCatch for Outlook is opened, your users will need to create a new account under your organization. This can be done with Microsoft Single Sign-On (recommended) or by manually entering an email address and password.
Note: If you already created an account in the BriefCatch 3 Word application, you can use that same account to sign in to BriefCatch for Outlook. A separate account is not required.
Microsoft Single Sign-On
The recommended option is using Microsoft Single Sign-On, by clicking the "Sign in with Microsoft" button which will create their account using their Microsoft account information. Using Microsoft SSO will automate licensing for enterprise customers.
There's no further action required when using Microsoft SSO. Your account creation will be handled automatically.
Email & Password
If your users can't use Microsoft SSO to create their account, they can also create an account using an email address and password. To do this, click on “Sign up for a new account!” which will prompt your users to enter their name, work email address, and set a password.
After entering their information, a verification email will be sent to the user’s email address with a link to confirm the registration and to set an account password.
Please Note: An email address from your organization's domain must be used. A personal email address, such as @gmail.com, will not work properly. Email verification is required to complete registration and access the BriefCatch for Outlook application.
After the verification process is complete, users can return to the BriefCatch application in Outlook.
Organization Code
If your organization is on a shared domain, your users may be prompted to enter an organization code during registration. If you aren't sure what your organization code is, check the BriefCatch Portal, or contact our support team for further assistance.
