How to log in to the Sidebar for Outlook

You can save your emails and view your records from your Outlook account using the Insightly Sidebar for Outlook. After you have installed the Sidebar, you will need to sign into your Insightly account.

To log in to the Outlook Sidebar (without SAML enforced)

  1. Open an email. Click on the 3 dots menu in the top right of the email.
  2. Click Insightly > Open Sidebar.
    Outlook_Sidebar_1.png
  3. Click Log In to Insightly.
    Outlook_Sidebar_2.png
  4. A pop-up box will appear. If you are using an account that is not SAML enforced, enter your email and password, then click Log in.
    Outlook_Sidebar_3.png

If the pop-up box doesn't appear, check to see if a pop-up blocker is enabled for your browser.

To log in to the Outlook Sidebar (with SAML enforced)

  1. Open an email. Click on the 3 dots menu in the top right of the email.
  2. Click Insightly > Open Sidebar.
    Outlook_Sidebar_1.png
  3. Click Log In to Insightly.
    Outlook_Sidebar_2.png
  4. If you are using an account that is SAML enforced, click Sign in with Microsoft Office 365
    Outlook_Sidebar_3.png
  5. Enter your email and password.
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