Outlook Add-in

cieTrade's Microsoft Outlook Add-In is a tool that allows users to save email messages and attachments directly to a worksheet in cieTrade. Capturing and adding attachments turns each worksheet into a virtual file folder, making information easy to locate by all users.

Requirements:

Computer:

  • The Outlook Add-in is only supported for machines using a Windows operating system.

Microsoft Outlook:

  • The Outlook Add-in is only compatible with Microsoft Outlook 365 and Microsoft Outlook 2013 (and newer).
  • The lite version of Outlook is not supported.

Setup:

  1. Navigate to your Control Panel and then click into Network and Internet options (this can be found by using the search bar on your computer).
  2. Click on Internet Options which will open a popup. 
  3. From the popup, navigate to the Security tab on top.
  4. Once in the security tab select Trusted sites and click Sites. 
  5. Uncheck "Require server verification (https:) for all sites in this zone".
  6. Add http://dev.cieTrade.com as a trusted site. We recommend copying and pasting the link in red into the field, then click Add. 

You have just added cieTrade as a trusted website. The next step is to install the accompanying software.

Installation:

Before beginning the installation, make sure to close Outlook. Microsoft Outlook should not be open for the following steps.

To install the Microsoft Add-In for use with cieTrade.net:

  1. Install the .Net Framework 4 Client Profile.
  2. Install the Visual Studio 2010 Tools for Office Runtime.
  3. Install the cieTrade.net Outlook Add-In for Outlook 365 or Outlook 2013 and newer.

NOTE: If you are unable to download the cieTrade add-in (with the link above), try using a different internet browser. We recommend using Microsoft Edge for this specific download.

Once the files have been downloaded and installed, relaunch Microsoft Outlook.

Operation:

Upon opening Outlook, you will notice a new tab appear with the label 'cieTrade Add-Ins'. The first time that you use the add-in, you will be prompted to enter your login credentials. These will be the same credentials you use to login to cieTrade.net (the website).

How to use:

While viewing an email that you would like to save, click on the cieTrade Add-Ins tab and then click 'Save Email to cieTrade.net'. When the save window appears:

  1. Select the Folder, or the type of worksheet you are sending it to. The current options are: Worksheet, Order, Dispatch Job and Booking.
  2. Either enter (from memory) or search for the ID number.
  3. Enter a name for the attachment.
  4. Choose one of the two Save Options. the choices are (save) Email with Attachments or File Attachments Only.
  5. Once ready, click Save to send it to cieTrade.

NOTE: If you elected to upload the 'File Attachments Only', you have the added option of viewing the attachments before they are uploaded. Check "Edit Attachments" to use this feature.

For a short video demonstration, see a recording of the process here.

Common Questions/Issues:

  • What credentials do I use to login?
    • To use the cieTrade add-in, you must first authenticate with your credentials, the same ones you use to access the website.
  • The add-in does not appear in Outlook (immediately).
    • The most common scenario is that either a step was missed, or one of the downloads failed.
  • The add-in does not appear in Outlook (after a period of time).
    • The add-in may have been disabled. You can check by going to File > Options > Add ins.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.

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