Outlook Add-In Authentication

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:

1. 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.
2. If you are using the web version of Outlook, clear your cache. After clearing your cache, reload the page.
3. Sign out of Filevine and then re-sign in.
4. 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.