This help article applies to users on Fresh Memory.. 
More information on Fresh Memory 


00:00: The Fresh Memory add-in puts filing and search directly inside Outlook.

00:05: Once it is installed,

00:07: a panel opens alongside your email showing the project or overhead Fresh Memory

00:11: suggests,

00:12: so you can file in a click without leaving your inbox.

00:17: There are three parts to getting set up: adding the add-in,

00:20: pinning the panel so it stays open,

00:22: and linking your mailbox.

00:26: Pinning is done twice, once while reading email and once while composing,

00:30: because Outlook treats those as separate views.

00:34: You will need your Fresh Memory sign in details, which come from the invite your

00:38: administrator sends you.

00:41: To start, open an email in Outlook, then select "More apps" in the ribbon.

00:47: Outlook only shows the add-in options once an email is open.

00:52: Then select "Add apps" at the bottom of the list.

00:56: This opens the Outlook app store.

01:00: Next, type "Fresh Memory" into the search box.

01:05: Then select the "Fresh Memory" card by "Fresh Projects UK".

01:10: You can check the publisher name to be sure you have the right one.

01:15: Once you have opened the app details, select "Add".

01:20: Next,

01:21: select "Try it!"

01:22: on the welcome panel.

01:25: This confirms the add-in is installed and ready to use.

01:30: Then select the mail icon on the left to return to your inbox.

01:35: The add-in will now be available from your ribbon.

01:40: With an email open,

01:41: select "More apps" once more.

01:44: Fresh Memory now appears in the list alongside your other add-ins.

01:49: Then select "Fresh Memory".

01:53: Next, select the pin icon at the top of the panel.

01:57: Pinning keeps the panel open as you move from one email to the next,

02:01: so you can file as you read.

02:04: You can then go ahead and select "New mail".

02:08: The panel needs pinning separately for composing.

02:13: Then select "Apps" in the compose ribbon and open "Fresh Memory".

02:18: Next, select the pin icon at the top of the panel.

02:23: Once the panel is pinned, enter the email address and password you use for Fresh

02:27: Memory,

02:28: then select "Sign in".

02:30: If you do not have your sign in yet, please contact your administrator.

02:35: Then select "Link mailbox".

02:39: Next,

02:40: select the Microsoft 365 account you want to link.

02:45: This should be the mailbox you use for project correspondence.

02:50: Finally,

02:51: you are returned to Outlook with the panel connected.

02:55: Fresh Memory then begins suggesting where each email belongs,

02:59: and you can file it in a click.

03:02: This article has now guided you through installing your add-in,

03:06: pinning it to both respective views in Outlook as well as how to link your mailbox.