Because the Outlook Add-In works within Outlook, there are several possibilities you can check when troubleshooting Outlook Add-In issues.
In order to ensure the product and engineering team can research customer issues as quickly as possible, perform the following steps before reaching out to support:
- Ensure the OS and Outlook app (if using a desktop or mobile version) or browser (if using web version) are up-to-date. To use the Outlook Add-in, you must have a Microsoft Exchange Server, which usually requires Office 365. You must use either Outlook on the web or the newest version of the Outlook app.
- If you are using the web version of Outlook, clear your cache. After clearing your cache, reload the page.
- Sign out of Filevine and then re-sign in.
- Sign out of the Filevine app from within the Add-In, and then sign back in.
If the issue persists after these steps, reach out to support.