Install the Outlook Add-In

Our Microsoft Outlook Add-In allows you to tag your emails to your matters from Outlook’s desktop and web applications.

Caution: 

For the Add-In to function, you must:

• Enable cookies. Incognito or private browsing will not function with the Add-In.
• Create Office 365 and Microsoft Exchange accounts.
• Activate email forwarding within Rocket Matter. If your emails already auto-forward to Rocket Matter, deactivating the auto-forwarding only within Outlook will allow you to auto-forward and tag only those emails you want to archive in Rocket Matter.
• Not use Internet Explorer 11 as it is not compatible.

Note: To optimize the add-in, enable the Reading Pane in Outlook. Click here to learn about the Reading Pane.

Outlook (Desktop)

To install the Add-In for your desktop Outlook app:

1. Depending on your Outlook version or account type, select Add Apps or Get Add-ins.
2. The dialog that appears varies depending on whether you had the Add Apps or Get Add-ins option available to you.
3. If you selected Get Add-Ins, the Add-Ins screen opens.
   
4. In the upper right corner’s search box, enter Rocket Matter.
5. From the drop-down, click Rocket Matter.
6. Toward the upper left corner of the plugin’s page, click Add.
   Outlook installs the Add-In and adds an icon to your toolbar.

Outlook/Office App (Web)

To install the Add-In for your Outlook/Office 365 app:

1. Single-click an Outlook email.
2. From the action bar of the message, select Apps.
   
3. At the bottom of the window that opens, click Get Add-In.
   
   A drop-down displays the Rocket Matter logo.
4. From the drop-down, click Rocket Matter.
   
   The Rocket Matter Add In page opens.
5. Toward the upper left corner, click Add.
   Outlook installs the Add-In and adds it to the More actions drop-down.

To add an email to a matter and track time, see Using the Outlook Add-In.