Comprehensive Guide to Using the Foundation Outlook Add-In

in this video we will discuss how to use the Outlook add-in program which integrates foundation with Microsoft

Outlook we'll go over how to uninstall the old Adam installing the new add-in saving emails and using the add-in to

search in attached images but first a brief overview of what addend does the Adhan allows you to save submittals

RFI's purchase orders and other job correspondence emails to a central location in foundation

version 3.0 point one also gives you the ability to search the documenting database and easily attach those images

to new emails the editor requires you to have a project manager module in foundation and

while the document imaging module is not required you have less functionality without it

uninstalling the old Adam if you're currently using the Adhan version 2.1 or earlier you'll want to uninstall that

version before you install version 3.0 to uninstall the old one go to your Start menu and in the search box start

typing add or remove programs on the uninstall or change your program window click on the foundation tools for office

setup on the toolbar click uninstall click YES on the box that pops up to confirm you want uninstall it and the

old added will be removed installing the add-in to install the new add-in you'll first need to download it

from a download section of our website a link will be provided in the description below make sure to download them to your

local hard drive and not a network drive you could encounter some issues installing if you try to install from a

network drive right click on the setup.exe file and click run as administrator reading is administrator

isn't always necessary but it can help avoid any issues while installing on the dialog box that appears click install

and then close when done go ahead and restart outlook and you'll notice that the saved episode button is now

available using the Adhan you'll notice foundation icons and

outlook in your inbox and set box you'll see the icon to saved FSI similarly when you are composing a new email you'll see

an icon for save and send both of these buttons will save the email into the foundation database

after clicking the icon you'll be asked to log in use the same username and password that you use when logging into

foundation then choose the database and company and hit next if you are a SAS client meaning that

your company uses our cloud service check the I am a SAS client checkbox you'll still use your foundation

username and password we also have to enter in your four-digit client ID click connect and they'll be prompted to enter

in your database and company on the data destination tab choose what job you'd like to save this email to next choose

what records you want to save to if you don't have any records created for this job yet you can either go into the

foundation and create them or you can just choose general correspondence if you'd like to add in to remember what

job and document you saved you check the save selections box click Save to finish that document is now saved in foundation

in foundation under project management daily you can go into the job center you can pull that job

you'll be able to see that email from all correspondence tab by clicking on the paperclip icon

like wise and foundation version 17 1 and later you can also get that paper equal to icon from a document tab itself

when composing a new email there's an icon for get doc from FSI after logging in you'll be able to search for images

that are saved in foundation and attach them to your email this will allow you to attach images that were saved in

foundation by using the document imaging module and also images that were saved in emails when using this add-in the

same security settings from foundation apply to this add-in as well so you only have access to the areas you have

permission to see in foundation so if you're not able to create purchase orders in foundation you'll be able to

see the purchase orders area even if there are images attached there likewise project managers security

applies here too so you'll have access to the same jobs that you can see in Foundation use the categories to select

an area and then you can further drill down until you get to the image you want to attach select the file or files you

want and hit insert and those will be added into your email this concludes the tutorial on the

foundation add-in program if you have further questions please contact Foundation support at one eight hundred

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