Download the following file to your device:
​
​https://crm.edgefolio.com/hubfs/Outlook%20Add-in.xml.zip

Open Outlook on your device

Within Outlook, click on the three dots in the top toolbar

Select ‘Get Add-ins’

From the pop-up, select My add-ins from the left-hand menu

Scroll down to Custom Addins and click ‘Add a custom add-in’ and then Add from File

Select the Edgefolio Outlook Add-in.xml file you saved earlier

Click Install on the pop-up and you will see the newly installed add in appear in the add-in window.

With an existing or new draft email open, click on the Edgefolio button now in the Outlook ribbon, this will open the add-in in the right hand pane.

You’ll be presented with the login page. Enter your FundPortal prefix - this is the first bit of your portal URL before “.fundportal.io” and then enter your FundPortals email address and password.

You’ll now see two or three sections depending on if it’s a new email or an existing email in your inbox - click Settings.

Here you need to input your FundPortal’s BCC and FWD links. You can find these in your Portal Settings > Email Settings.