Installing the Outlook add-in
How a Microsoft 365 Global Administrator deploys the Cogram Email Management add-in to Outlook, grants organization-wide consent, applies updates, and removes the add-in.
Cogram Email Management is an Outlook add-in. It files incoming and outgoing project email, with attachments, into the right Cogram project, and it gives your team a panel inside Outlook to review and correct those decisions.
This page is for the IT administrator who deploys the add-in. For what your team sees day to day, read Outlook add-in: email filing.
Prerequisites
Microsoft 365 (Exchange Online). The add-in does not work on on-premises Exchange.
A Global Administrator account in your Microsoft 365 tenant.
A Cogram organization admin account. This is usually the same person.
What you will do
Two one-time steps, in this order:
Deploy the add-in to your tenant from Microsoft Marketplace. Microsoft can take up to 72 hours to roll it out to users, though it is often much faster.
In Cogram, connect Outlook and consent on behalf of your organization, so your colleagues can connect their own mailboxes without raising an approval request each time.
1. Deploy the add-in from Microsoft Marketplace
Who: a Microsoft 365 Global Administrator.
Open the Cogram Email Management listing on Microsoft Marketplace and click Get it now.
Microsoft redirects you to Integrated apps in the Microsoft 365 admin center and starts the deployment wizard.
Choose who gets the add-in: the entire organization, specific groups, or specific users. Click Next.
Click Accept permissions. Sign in with the Global Administrator account if prompted, review the permissions, and accept them.
When Permissions accepted shows a green checkmark, click Next.
Click Finish deployment, then Done.
What good looks like: Cogram Email Management is listed under Settings → Integrated apps with a status of Deployment completed, and the Cogram button appears in the Outlook ribbon or toolbar for the users you selected. Allow up to 72 hours for Microsoft to propagate the add-in to every mailbox.
2. Connect Outlook in Cogram and consent for your organization
Who: a Cogram organization admin.
Go to Account Settings → Integrations in Cogram.
Under Email, click Connect next to Microsoft Outlook. A Microsoft sign-in window opens.
Sign in with your Microsoft 365 admin account and review the permissions.
Check Consent on behalf of your organization, then click Accept.
Do not skip that checkbox. Without organization-wide consent, every colleague who connects their mailbox raises a separate admin approval request for you.
This completes the IT setup. Your Cogram contact runs onboarding and a walk-through of email filing with your team separately.
Managing who has the add-in
Go to Settings → Integrated apps in the Microsoft 365 admin center and select Cogram Email Management. Assigned users shows who has it today. Click Edit users to switch between the whole organization, specific groups, and specific users. This is the same flow that controls automatic rollout to new starters.
Applying updates
Cogram Email Management comes from Microsoft Marketplace, so ordinary updates need nothing from you. Microsoft applies the new version the next time each user restarts Outlook.
You only act when a new version asks for new permissions. Then the add-in's status in Settings → Integrated apps reads Updates pending, and your users stay on the previous version until an administrator consents.
If you see Updates pending, contact support@cogram.com and we will tell you which permission the release adds and walk you through granting it. Users keep working on the previous version in the meantime.
Removing the add-in
Who: a Microsoft 365 Global Administrator.
Go to Settings → Integrated apps in the Microsoft 365 admin center.
Find Cogram Email Management and select it.
Under Actions, click Remove app and confirm for all users.
Two things to expect afterwards:
Propagation takes around 24 hours before the add-in disappears from every user's Outlook.
The Marketplace listing stays up. Users can add the add-in back themselves, so block acquisitions under Integrated apps → Settings if you want the removal to stick.
Removing the add-in stops Outlook filing. Emails already filed stay in your Cogram projects.
Troubleshooting
The Cogram button does not appear in Outlook. Microsoft has not finished rolling out the deployment, or the user is outside the assignment you chose. Check the assignment under Settings → Integrated apps and allow up to 72 hours after deployment.
Users are asked for admin approval when they connect their mailbox. Organization-wide consent was not granted in step 2. Repeat the Cogram connection flow as an admin and check Consent on behalf of your organization.
The add-in stopped updating, or a feature Cogram announced is missing. The add-in is in Updates pending. Follow Applying updates.
Category labels do not appear on filed emails. Confirm the deployment's permissions were accepted in full. Cogram needs Microsoft Graph permission to write Outlook categories.
A screen does not match what you see. Microsoft changes the admin center and the Marketplace regularly. Email support@cogram.com with a screenshot and we will confirm the current steps.
Next steps
Outlook add-in: email filing: what your team does with the add-in, and the org-wide auto-filing settings
Authorizing calendar integration: the equivalent admin consent for Outlook calendars
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