ReachUC for Outlook 365 Online

ReachUC for Outlook 365 Online

This article will help you install and give an overview of the features of ReachUC for Outlook 365 Online on your browser. The ReachUC add-in not only gives the user the ability to call, send SMS or fax to phone numbers in email messages but also schedule meetings, save contacts to the PBX and act as a softphone via the keypad in the add-in.

 

Installing the ReachUC Add-in for Outlook 365 Online

  1. Log in to your Office account and open the Outlook app by clicking on the Outlook icon on the dashboard
    or click on the App Launcher icon
    and clicking on the Outlook icon in the menu.

  2. After the Outlook app opens you can open any message.
  3. From the message view click on the menu icon
    and click on Get Add-ins (bottom of the menu).

  4. Go to My add-ins and click on + Add a custom add-in.
  5. Choose the Add from URL… option.
  6. Enter the following URL: https://www.reachuc.com/ext/outlook/ReachUC.xml
  7. Click OK.
  8. Click on Install if it gives a warning message.
  9. If you now see the ReachUC add-in then it has been successfully installed.

Features and Use of the ReachUC Add-in for Outlook 365 Online

To open the ReachUC Add-in pane you will need to go to the message menu like before during the installation process but now you will find a new icon, the ReachUC icon.  Clicking the icon will open the ReachUC Add-in pane.

Tip: For easy access to the ReachUC add-in you can add it to the menu bar in the message view with the following steps.

  1. Select Settings > View all Outlook settings > Mail > Customize actions.
  2. Select the checkbox for the add-in that you want to see when you’re composing a message.

Once the ReachUC add-in is open it will initially ask you to log-in. Enter your ReachUC username and password and click on Log in button. Note: For problems logging in please contact your service provider for help. 

Tip: If the Microsoft account type and platform used supports the pin feature you can click the pin icon in the ReachUC add-in to keep it open on the task pane.

Phone Numbers section

When logged in, the ReachUC add-in will show any valid phone numbers in your open message under the Phone Numbers section of the add-in.

Beside any phone number recognized by the add-in, you will find the action icons for:

Call the phone number

This will initiate a call by ReachUC making a call to your account’s phone number and if you accept the call it will then ring the phone number in the add-in.

 

Send a message to the phone number

This will open a dialog where you can type in the message in the text box and just click the Send SMS button to send the message.

Send a fax message to the phone number

This will open the dialog where you can select the file to send via fax and also choose the Caller ID that will appear in the sent fax (only applies if you have multiple numbers associated to your account).

 

ReachUC Add-in Menu

 

By clicking the Menu icon you can access additional features in the ReachUC add-in such as:

  • Meeting Manager
  • Contacts
  • Keypad

 

Meeting Manager

From here you can create and schedule meetings. 

You can set the Topic and Password for the meeting, choose the meeting type (Interactive Meeting, Remote Support, Remote Access to this Computer, Webinar, and HD Video Conference), the date, and the start and end time for the meeting. You can also choose if this is a recurring meeting by checking the Recurrence checkbox.

Contacts

This will show you your Outlook contacts.  

Use the search box to look for specific contacts. The folder icon beside the contact will show more details and icons to send a message or start a call to the number beside the icons.  

You may also save all contacts listed to PBX by clicking the upload icon found at the top while clicking the upload icon beside any contact will upload only that contact to PBX. 

Note: It will initially request for permission to access your contacts data from Microsoft. If so, simply click on Accept to proceed.

 

Keypad

This will open a keypad to use to type in a number and then the option to Send SMS, Call, or Send Fax to the number by clicking the corresponding icon below.

 

Open ReachUC

This will open up the ReachUC website on your browser.

 

Logout

This will log you out of ReachUC and bring you back to the login screen of the ReachUC add-in.

 

Properties section

The properties section when expanded by clicking the title will show your ReachUC account details

Note: The Dial Length only shows when the Country Code is left blank.

ReachUC for Office 365

  1. Installation – To install the ReachUC add-in to your Outlook 365 follow the steps below.
        1. Inside Outlook 365 press File on the menu and go to the Info tab which is located on the left.
            
        2. Click Manage Add-ins then go to General and press Manage add-ins.  It will open up a page in your browser showing Outlook Mail options.  Go to General then Manage add-ins.  Press the Plus symbol and choose the option Add from a URL.

        3. This will open up a dialogue screen where you may paste the URL for the ReachUC add-in which is https://www.reachuc.com/ext/outlook/ReachUC.xml  and then click Next.

        4. You may get a warning dialogue which is ok.  Press Install to confirm your installation of the ReachUC add-in. Once ReachUC is installed, the ReachUC add-in will appear under the Manage add-ins screen.

        5. ReachUC should now show as another ribbon/menu option in the Outlook 365 window.

        6. You can now press the ReachUC icon which will open up ReachUC on the right portion of the Outlook 365 window.

  2. Using the ReachUC add-in – Once you have the ReachUC add-in opened you can then log-in using your PBX account credentials
    1. Upon successful login you will be shown  the numbers detected from any email currently open in the Phone Numbers section.

    2. There is a Properties section below that which when opened will show you details of your PBX account.
    3. Clicking on the Phone icon beside any number will initiate a call to the number from your phone associated with the PBX account used to login.
    4. Clicking on the SMS icon beside any number will open up a text box where you can type in a message which will be sent to the number upon pressing the Send SMS button.
    5. Clicking on the Fax icon beside any number will open up a box where you can then choose a file to be sent as a fax and a dropdown for choosing which Caller ID to use for sending the fax.

    6. Clicking on Menu will show you the options Meeting Manager, Contacts, Keypad, Open ReachUC, and Logout.
      1. Meeting Manager – From here you can create and schedule meetings. To return to the previous screen simply press on the back button located above and below the meeting screen.  You have the option to Add to Calendar a successfully created meeting.
      2. Contacts – This will show you your Outlook contacts.  The folder icon beside the contact will show more details and icons to send a message or start a call to the number beside the icons.  You may also save all contacts listed to PBX by clicking the upload icon found at the top while clicking the upload icon beside any contact will upload only that contact to PBX.
      3. Keypad – This will open a keypad to use to type in a number and then the option to Send SMS, Call, or Send Fax to the number by clicking the corresponding icon below.
      4. Open ReachUC – This will open up the ReachUC website on your browser.
      5. Logout – This will log you out of ReachUC and bring you back to the login screen of the ReachUC add-in.