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Collaborating through Outlook#

If your company’s instance of Rebus is integrated with its Office 365, you can use the functionality of Outlook Rebus to do the following:

Rebus Office 365 integration#

What you can do…

Link to More Info

Log into Rebus using your business Office 365 credentials.

Logging into Rebus through Office 365

Email all the widgets on a dashboard

Emailing Images of all Widgets on a Dashboard

Send and Receive emails through Outlook

Working with Emails through Outlook in Rebus

Schedule meetings and events through Outlook

Working with Rebus Calendar

Note

info Even when Rebus is integrated with Office 365, Outlook data is NEVER stored on Rebus itself.

Logging into Rebus through Office 365#

Rebus’s integration with Office 365 lets you sign in using your Office 365 credentials and Outlook functionality in Rebus.

Prerequisites#

Steps#

  1. In your web browser, open the Rebus Login page .

  2. Click ‘Sign in with Microsoft’.

Sign Into Office 365#

You are already signed into Office 365…

You are not signed into Office 365…

The Rebus Home page opens.

You are prompted to enter your Office 365 credentials. Enter your Office 365 user name and password and then click ‘Sign In’. The Rebus Home page opens.

Logging out of Rebus#

Note

info If you logged into Rebus through Office 365, you will be automatically signed out of Office 365 when you log out of Rebus.

To log out of Rebus, select the Profile drop-down in the upper right and click ‘Log Out’.

_images/eg_log_out.jpg

You are at the Rebus Login page.

Outlook in Rebus#

If Office 365 is integrated with Rebus, one new buttons, Show/Hide Outlook outlook_show, will be added to the toolbar.

Opening and Pinning Panels#

Task

What You Do…

Show/Hide Outlook.

In the top menu bar, click the Outlook icon outlook_show. The Outlook panel appears on the left. To hide the panel, click the Outlook icon again. When you have new unread email, this icon appears orange new_email_orange.

Adjust the interface so that a panel doesn’t cover its edge.

Click the panel’s PIN button pin. The interface shifts over so that nothing is covered by the panel. To ‘unpin’ the panel, click the UNPIN button unpin. The interface expands so that its edge is covered by the panel.

Pop-up notifications also appear in the lower right to tell you when you’ve received new email.

Working with Emails through Outlook in Rebus#

The Outlook panel in Rebus works similarly to the Outlook desktop or web application.

Outlook Panel Example#

_images/eg_outlook_panel.jpg
Basic Outlook Tasks#

Task

What You Do…

Create a New Email

Click the New Email button new_email.

Search for an email

In the Search Inbox field, enter your search term and press Enter.

Open another mail folder

Click the panel’s hamburger menu out_hamburger and select the folder that you want to open.

Open Inbox.

Click inbox.

Refresh the list of emails.

Click refresh.

Filter the list to show only unread emails.

Click ‘Unread’.

Open Calendar

Click the calendar button out_calendar at the bottom of the panel.

Working with Rebus Calendar#

Through the Outlook panel, you can access the functionality of your Outlook calendar.

Note

info Changes that you make to events through Rebus will be reflected in Outlook on your Office 365 and on your desktop application.

Creating Events#

  1. Open the calendar and click ‘New Event’. An empty event form appears.

  2. Fill in the form with the event’s details including title, date/time, location, recurrence, description, invitees (in the People field), and any attachments.

  3. When you are finished filling out the form, click ‘Save’. The event is saved and meeting invitations are emailed out to the invitees.

Editing/Deleting Events#

Managing Emails#

Task

Description

Editing an Event

In the calendar, click the event’s title and then click ‘Edit’. An event form that’s populated with the event’s details opens. Make your changes and click ‘Send’. Your changes are saved.

Deleting an Event

In the calendar, click the event’s title. Click ‘Cancel’, write a cancellation message, and then click ‘Cancel’ again. The event is deleted from your calendar. The cancellation notification with your message is sent to all invitees.