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This guide provides step-by-step instructions for Microsoft 365 administrators to deploy the Draftable Outlook Add-in organization-wide.
Remote desktop, Citrix, and RDP environments are supported from Redline in Email version 1.1.31.1 onwards.

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Prerequisites

  • You must have admin privileges for Microsoft 365 (you will need a Microsoft 365 Business account)
  • Ensure your environment supports Office Add-ins via the Microsoft 365 admin center.
  • You must have at least Draftable Desktop 26.6.0 for this Add-in to correctly function.

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Step-by-Step Setup

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1. Go to the Integrated Apps Portal

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Visit the Integrated Apps section of the Microsoft 365 Admin Center.
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Click Upload custom apps.

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2. Upload the Draftable Outlook Add-in

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Under App type, select Office Add-in from the drop down menu.
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When prompted for the manifest, provide one of the following manifest URLs as a link (rather than uploading a downloaded, fixed copy). Choose based on how you want updates handled:Latest manifest (v2) — recommended:https://dl.draftable.com/addins/outlook/latest/v2/manifest.xmlUse this to receive Redline in Email updates automatically within the version 2 major release. The URL always points to the most recent v2 release, so you no longer need to retrieve and re-upload a new manifest for each update.Pinned manifest — for change-controlled environments:https://dl.draftable.com/addins/outlook/2.0.0.1/manifest.xmlUse this to stay on this exact release. Updates are applied manually by deploying the next pinned version when you are ready.
3
Click Validate.

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3. Configure Delivery to Users

You will be asked how the add-in should be deployed across your organization:
  • Assign to Entire organization, Specific users, or Groups depending on your use case.
  • Choose whether the add-in should be automatically installed or available for users to install manually.

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4. Accept Permissions

You will be prompted to accept and approve the required permissions on behalf of your users.

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Required Permissions Overview

App Permissions:
  • Read the signed-in user’s mailbox.
  • Sign in and read users’ basic profile information.
  • Access user profile details including name, picture, username, and email address.
  • Read basic company information for signed-in users.
App Capabilities:
  • ReadWriteItem: Allows the app to read and write the contents of an email item.
  • SendReceiveData: Enables the app to communicate with the Draftable application for comparison processing.

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5. Finish Setup

Once permissions are approved and the app is assigned to your selected users, the Draftable Redline Add-in will be available within Outlook. It will appear in the ribbon when composing emails.
Please note: The Application installation and update can take up to 72 hours (and in some cases longer).. For more information about it, please visit Microsoft Documentation - Deploy add-ins in the admin center - Microsoft 365 admin | Microsoft Learn
We recommend that if the Add-in hasn’t been deployed in this time, you should get users to restart Outlook and their Machine to prompt the Add-in to be added. 

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Need Help?

If you experience issues with deployment or setup, please contact support@draftable.com.