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  • Scroll down the list of programs until you find FastTrack Outlook Extensions - if it's not listed go to Install Outlook Extensions 2.0
  • Click on FastTrack Outlook Extensions and check the version number:
    • 1.00.0000 is an older version that needs to be uninstalled – go to Uninstall Outlook Extensions
    • 2.00.0000 Outlook Extensions 2.0 is already installed. Close Add or Remove Programs and check complete the Add-in Settings have been added in Setup in Outlook

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UninstallOE2.0
UninstallOE2.0
Uninstall Outlook Extensions

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Note

We recommend Outlook Extensions 2.0 is installed before opening Outlook again otherwise a "Installing Office Customization" error may appear when Outlook is opened.  If the error does appear click Close.

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The only difference will be the Settings as you would need to add these if Outlook Extensions wasn't used before.

1.Close Outlook if it's not already

2.Download the Outlook Extensions 2.0 installation file - need to update once confirmed how we are distributing it

3.Install

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the file

  • On your computer, go to the folder the Installation file was downloaded to - this will generally be the Downloads folder
  • Double click on the FastTrack Outlook Add-ins file – a an InstallShield Wizard will appear

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  • Click Next
  • Click Install
  • Click Yes to “Do you want to allow this app to make changes to your device”
  • Click Finish

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AddinSetup

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AddinSetup
4.

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Add-In Setup

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GeneralSettings
GeneralSettings
General Settings

If Outlook Extensions was previously being used setup, these details will already be populated, . We recommend you check the details are correct. If the there are no details are blank, enter your FastTrack360:

  • URL - to ensure the correct URL is entered we recommend you copy the URL from your FastTrack360 login page
  • Login details - if you change your FastTrack360 password, you will need to update the Password here

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CommsInt
CommsInt
Comms Integration

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Info

This tab will only appear if Outlook Extensions has previously been

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setup and you have

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the relevant permission in FastTrack360 to sync emails. Once you’ve successfully submitted the Add-in Settings and you've confirmed you have the relevant permission click on Settings to see this tab.  If it's not displaying, get your FastTrack Administrator to check your permissions in FastTrack360.

If you don't want emails are not to be automatically synced to FastTrack360, ensure Enable Email Sync is unticked.

If Enable Email Sync is already ticked check either:

  • Check the selected folders are correct

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  • - if you have multiple folders click + to see all folders
  • if you no longer want

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  • emails to be automatically synced

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If Outlook Extensions hasn’t been used before to set this up, once you’ve successfully submitted details:

  • Click on Settings
  • Comms Integrations tab – if this doesn’t appear you don’t have permission to sync emails.
  • Tick Enable Email Sync
  • Select the relevant folders
  • Click Submit

 

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  • , untick Enable Sync


 

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Proxy
Proxy
Proxy Settings

Only required if you use a Proxy ????

Tick Enable Proxy and enter the Proxy URL and login details.

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SubmitErrors
SubmitErrors
Common Submit Errors

Below are details of common errors that occur when clicking Submit and how to fix them.

Error MessageWhy it occursHow to fix
Username and/or Password is not valid

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The Username or Password entered in General Settings does not match details in FastTrack360, ie an old password has been entered.Enter the same Username and Password used to log into FastTrack360
Must be a valid URL

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The URL entered in General Settings is not a valid FastTrack360 URL, ie there is a spelling mistake.Go to your FastTrack360 login page, copy the URL and paste it in the

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FastTrack URL field