Installation

Install SmartDocs for Outlook

SmartDocs installs through Microsoft's official Outlook add-in mechanism — never by copying files into an Outlook folder.

Distribution is not yet configured.

This page describes the intended installation path. The "Install from Microsoft AppSource" step below is not yet live.

  1. 1

    Create your RigeSys account

    You'll need an account before installing so your trial and license can be tied to you. Create an account if you haven't already.

  2. 2

    Install from Microsoft AppSource

    SmartDocs is installed as a Microsoft-verified Outlook add-in through AppSource (or "Get Add-ins" inside Outlook), the same mechanism Microsoft requires for commercial add-ins. It appears automatically in Outlook's ribbon once installed — no manual files, no copying into any folder.

    AppSource listing coming soon
  3. 3

    Business: deploy via Microsoft 365 admin

    Company admins can deploy SmartDocs to their whole organization centrally through the Microsoft 365 admin center's "Integrated apps" deployment, rather than each employee installing individually. Employees still sign in with their own RigeSys account to activate their seat.

  4. 4

    Open Outlook and sign in

    Open the SmartDocs panel in Outlook and sign in with your RigeSys account. Your 3-day trial starts on this first successful sign-in — not before.