How do I Install the CARET Legal Outlook Plugin?

  • Updated

Note: Only the Outlook Desktop application is supported. The New Outlook and Outlook Web App (OWA) are not currently compatible with this integration.

  1. Visit our login page at secure.zolasuite.com and click on the Outlook icon.

    Screenshot 2023-09-15 at 2.26.13 PM.png
     
    You can also click on the image below to download: 
    Screenshot 2023-09-15 at 2.28.22 PM.png

     
  2. Download and save the installer file (Setup.exe).
     
  3. Locate the file and double-click to install.
     
  4. The program will initiate the installation. Click Install.
    Plugin install1.png

     

  5. The program will notify you when it is done, then click Close.
    Plugin install2.png

     

  6. A CARET Legal tab appears on the Outlook ribbon.
    Plugin install3.png 
Note: It is recommended to close Outlook before installation. If Outlook remains open during the install, you may not see the CARET Legal tab. Simply close Outlook, and when you reopen, the CARET Legal tab should appear. The plugin is only compatible with the Windows Desktop Version of Outlook O365, as well as 2016 and 2013.
 

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