The add-in is greyed out and unavailable in Outlook until you select an email or click New Email to create an email. This enables the add-in and clicking it opens the ShareDo login side panel.

1. Enter your ShareDo URL including https://, for example: 
   https://test-outlookaddin.sharedo.co.uk
2. Click Login with your ShareDo account. 
3. Log in with your account details
4. On the next screen, click Yes, Allow to grant the necessary permissions.

To change the environment you're currently working with, for example, to change from vNext to Prod, sign out and use the Or click here to disconnect from the ShareDo link. This allows you to enter the ShareDo URL again and log into the new environment.

Side Panel

The add-in opens in a side panel 

• Link to work item: Search for a work item to link to just like you would as usual in ShareDo.
• Recent: Recent work items you've worked with will be listed here.
• Bookmarks: The last few bookmarks you've made in ShareDo will be listed here.

The footer of the add-in contains the following functions:

• Sign-out
  Log out and disconnect from the current ShareDo environment. 
• Privacy Policy
  Displays the ShareDo Privacy Policy. 
• Gear icon
  Opens the add-in's Settings:
  • The Append ShareDo tag to subject toggle lets you choose to add the work item reference for the email task to the email's subject line. 
    
  • Reset 
    Resets the add-in's internal database. All saved data will be lost. 

Resize the panel

You can manually resize the panel to any size you want.  There is also an expand/collapse icon to change the size.  If you resize the add-in panel large enough or use the expand icon, the attachments file name and folder realign, and the Actions drop-down menu expands to a tabbed layout. 

Pin the panel

To keep the panel open when you open or create an email, pin it using the icon at the top of the panel. 

Change the Add-in's Theme

The add-in's theme corresponds to the settings in Outlook. For instance, if Outlook is set to the Dark theme, the ShareDo Outlook Add-in also adopts the Dark theme.

To set the theme in Outlook, click File > Outlook Options, then on the General tab under Personalise your copy of Microsoft Office, select the office theme you wish to use.

In New Outlook, open Settings > General > Appearance, and set the Dark mode as desired.

Users access add-in settings by selecting the gear icon in the add-in panel footer.