The Archie Outlook Add-in allows you to manage visitor visits directly from Outlook. Once installed, you can create visits from your Outlook calendar and review visits that have already been registered in Archie.
Before You Start
Before installing the Outlook Add-in, make sure that:
Your Microsoft account is integrated with Archie.
You have access to an Outlook account.
You have permission to install or add applications in Outlook.
Step 1: Install the Archie Outlook Add-in
Open Outlook
Open the Add Apps section.
Use the search bar to search for Archie.
Select the Archie Add-in from the search results.
Follow the instructions in Outlook to add the Add-in.
Archie Tip: The steps for adding an application may vary depending on the version of Outlook you are using. If you need help installing an Add-in, you can refer to Microsoft's documentation.
Step 2: Confirm the Add-in Is Installed
After installing the Add-in, you can confirm that it is working by creating a new Outlook event.
Open your Outlook Calendar.
Click New Event to create a calendar event.
Look at the panel on the right side of the event window.
You will be prompted to enter your credentials the first time you use it.
Find the Visits section.
If you can see the Visits section, the Archie Add-in has been installed successfully.
Step 3: Create a Visit from Outlook
To create a visit from Outlook:
Open Outlook Calendar.
Create a New Event or open an existing event.
Open the Visits section in the right-hand panel.
Click Add a Visit.
Enter the required visitor information.
Review the information you entered.
Save the visit.
The visit will then be registered in Archie.
Step 4: Find and Review Your Visits
The Outlook Add-in also allows you to review visits that have already been registered.
Open the Visits section in the Outlook Add-in.
Select the date range you want to review.
Archie will display the visits scheduled within that date range.
Find the visit you want to review.
Scroll to the right side of the visit.
Click the three-dot menu (⋮).
Select Open Summary.
You can then review the visit details.
The visits displayed depend on your Archie account permissions:
Owners and Admins: Can view all visits scheduled within the selected date range.
Regular Users: Can view only the visits they created for themselves.