{"id":88677,"date":"2020-12-28T16:45:50","date_gmt":"2020-12-28T16:45:50","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=88677"},"modified":"2026-03-31T07:31:37","modified_gmt":"2026-03-31T07:31:37","slug":"installing-safeguard-send-for-office-365","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/installing-safeguard-send-for-office-365\/","title":{"rendered":"Installing Safeguard Send for Microsoft 365"},"content":{"rendered":"\t\t
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Installing Safeguard Send for Microsoft 365<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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This guide explains how to install the\u00a0Safeguard Send Add-In for Microsoft 365<\/a>.\u00a0 These instructions are for the cloud version, not the\u00a0desktop version of Safeguard Send<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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This guide is for individual users.\u00a0 If you are an\u00a0administrator follow this guide from Microsoft to install this add-in for one or all of your users<\/a>. It covers how to deploy an add-in using the\u00a0Microsoft 365 Admin Center<\/strong>\u2018s Integrated Apps feature. Note that you can also deploy an add-in through the\u00a0Exchange Admin Center<\/strong>, but in that case you can only deploy to your entire organization all at once (as opposed to the Integrated Apps which allows more fine grained control over who gets it).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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This guide only covers how to install the add-in.\u00a0 Follow these instructions to learn\u00a0how to remove the add-in<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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How to install the add-in into your Microsoft 365 email account<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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The simplest way to install it is to click the \u201cGet It Now\u201d button from\u00a0the Safeguard Send listing in Microsoft AppSource<\/a> .\u00a0 Doing it this way installs it into your email account, that is, you will see it in desktop Outlook, Outlook on the Web, and if you use Macs, in your Mac as well:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Using the AppSource method automatically creates your dashboard subscription and your first default rule on your behalf and is the recommended way to get started (other than following the same instructions but using\u00a0our Azure Marketplace listing<\/a>\u00a0instead).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Otherwise, from the desktop client Microsoft still allows you to install add-ins directly from Outlook.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Note: Microsoft recently updated the method used to install an add-in into Outlook, a process called \u201cside-loading\u201d. This guide now uses this new method.<\/i><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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In desktop Outlook, click on\u00a0File\u2026Info\u2026Manage Add-ins<\/em>:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Note: Be sure to click on Manage Add-ins, not Manage COM add-ins (which is an older technology)<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Sign into your account if necessary. This brings you to the web based version of Outlook.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Click on the\u00a0My add-ins<\/em>\u00a0link:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Scroll down to the\u00a0Custom Add-ins<\/em>\u00a0area.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Click on\u00a0+Add a custom add-in.\u00a0<\/em><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Choose\u00a0Add From File\u2026<\/em><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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We have packaged up the manifest file you need into a zip file. You can download the zip file and extract the manifest.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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The zip file containing the manifest can be found in\u00a0your account in your dashboard<\/a>\u00a0(under the Learn link at the top of the page).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Click\u00a0Install.<\/em><\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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As mentioned, the above instructions work with desktop Outlook (Windows or Macs), and on the Web.\u00a0 Once it\u2019s installed, you\u2019ll see it everywhere it is supported; it\u2019s not necessary to install it on the desktop, then on Office on the web, etc., because Outlook now takes care of getting the add-in on all your clients.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Need more help?\u00a0 See our guide on\u00a0Getting Help for Office 365 Applications<\/a>\u00a0or\u00a0Contact Us<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Installing Safeguard Send for Microsoft 365 This guide explains how to install the\u00a0Safeguard Send Add-In for Microsoft 365.\u00a0 These instructions…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-88677","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/88677","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/comments?post=88677"}],"version-history":[{"count":6,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/88677\/revisions"}],"predecessor-version":[{"id":123517,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/88677\/revisions\/123517"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=88677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}