User Guide: Installing and Using Acta Mustang

Introduction

This document outlines the installation and usage of the acta mustang outlook plugin. If you cannot find the information you need from this document, please email our customer support team at pavani@actasolutions.io. 

Installation

Using Manifest File Directly from Acta Mustang™

a. Desktop

1. Open Outlook
2. Click “Get Add-ins” (should be a button at the top of your screen)
   

3. From the Office Add-Ins popup select “My Add-ins”

4. After selecting the “My Add-ins” view from the popup scroll down until you can see the “Custom Add-ins” section. Your screen should look similar to the one captured below.

5. Click the “Add a custom add-in” button

6. From the dropdown select the option “Add from Url”

7. After selecting “Add from Url” you should see a pop-up that looks like the following

8. In the text field under “Enter the URL of the add-in’s manifest file” enter the following url: https://www.acta-mustang.com/plugin-manifest/outlook-manifest.xml and press “Ok”

9. Upon successful installation you should see the acta plug-in appear in two situations.

a. When you have an email open, the acta add-in should be visible at the top of your window (see screenshot below)

b. When you have a email that you are currently writing the acta add-in should be visible at the top of your window (see screenshot below)

b. Browser

1. Open Outlook from the browser
2. Open a message from your inbox. Your screen should look similar to the following
   

3. Click the three dots to the left of the reply button to open a dropdown

4. From the dropdown menu select “Get Add-ins”

5. This will open a pop-up titled “Add-Ins for Outlook”. From this screen click “My add-ins”

6. From the “My Add-ins” view, scroll down to the section labeled “Custom Add-ins”. This should look similar to the screenshot below

7. Click the “Add a custom add-in” button

8. From the dropdown select “Add from URL…”

9. In the text field under “Enter the URL of the add-in’s manifest file” enter the following url: https://www.acta-mustang.com/plugin-manifest/outlook-manifest.xml and press “Ok”

10. After the installation has completed you should see the acta plugin listed under you “Custom Add-ins” similar to the screenshot below

11. Upon successful installation you should see the acta plug-in appear in two situations.

a. When you have a message open the acta add-in should be visible from the three dot “More Actions” dropdown (see screenshot below)

b. When you have a message that you are currently writing the acta add-in should be visible from the three dot “More Actions” dropdown on the bottom right (see screenshot below)

Common Installation Issues and Workarounds

1. I Do Not See an Option for “Get Add ins” in the toolbar

     a. If you cannot see an option for “Get add ins” in the toolbar (see picture below), go to “Settings” → “View all Outlook                 Settings” → “Customize Actions” and then check the “Get Add ins” checkbox on both the “Message Surface” and          “Toolbar”.

Installation Using Microsoft 365 Admin Center

• Coming soon...

Installation Using Microsoft Add-in Store

• Coming soon...
  

Usage

a. Desktop

1. There are two places from which you can open the acta plugin:

       a. When you have a message open that you are currently reading the acta add-in should be visible at the top of your            window (see screenshot below).

i. When accessing the plug-in with a message open, you can pin the plug-in to remain open by using the pin icon at the top right. This will keep the acta mustang plugin open as you navigate between screens.

b. When you have a message that you are currently writing the acta add-in should be visible at the top of your window (see screenshot below)

2. When you first access the plugin, you will come to a welcome screen. Press continue from here to get to the login screen.

3. Once the plugin is open, login using your user credentials (if you have not accessed the platform before, you should reset your password by pressing the “Reset Password” button and following the forgot password workflow listed later in this document).
   

4. Once you have logged in to the plug-in, you should see a list of tags that your department has created for use in response to frequently received inquiries, and an option to suggest new tags.

5. When you click a tag from those available, it will populate your email reply with the associated response text.

b. Browser

1. There are two places from which you can open the acta plugin:

           a. When you are reading a message, open the acta plugin from the “more actions” dropdown at the top right of the email

i. When accessing the plug-in with a message open, you can pin the plug-in to remain open by using the pin icon at the top right. This will keep the acta mustang plugin open as you navigate between screens.

b. When you are composing an email, open the acta plugin from the “more actions” dropdown at the bottom of the section for writing an email.

2. When you first access the plugin, you will come to a welcome screen. Press continue from here to get to the login screen.

3. Once the plugin is open, login using your user credentials (if you have not accessed the platform before, you should reset your password by pressing the “Reset Password” button and following the forgot password workflow listed later in this document).
   

4. Once you have logged in to the plug-in, you should see a list of tags that your department has created for use in response to frequently received inquiries, and an option to suggest new tags.

5. When you click a tag from those available, it will populate your email reply with the associated response text.

User Management

a. Onboarding Workflow

1. Prior to using the acta mustang platform you should have an account created on your behalf by the acta team in conjunction with your organization. You will not have a password when your account is initially created, and therefore you should follow the steps of the “Forgot Password” workflow below to create your password and gain access to the platform.

b. Forgot Password Workflow

1. From the login screen select the “Reset Password” option
   

2. Enter your email on the following screen and click the “Request new password” button

3. After your password reset request has been submitted, you should receive an email with a verification code from no-reply@actasolutions.io -- it will look similar to the following

4. To complete the creation of a new password, click the “use verification code” button from the login screen and enter your verification code along with the new password you would like to use.

c. Change Password Workflow

1. Once logged in to your acta mustang account, to reset your password click the user icon in the top right corner of the add-in
   

2. From the User Settings View select “Change Password” and provide your current password along with the new password you would like to use.

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