Skip to main content
Search
Search CoCounsel Support Help and Support.

This article applies to:

  • Product: CoCounsel

1st time sign in

Follow these steps when it is your first time to sign in.
  1. Open the application from the integrations bar and select
    Connect account
    .
  2. Grant access for the add-in and its features to
    Microsoft Outlook
     and
    Microsoft Graph APIs
    . Select
    Allow
    .

Connect to your CoCounsel account

  1. Select
    Connect account
     in the add-in panel.
  2. Go to the CoCounsel category in the Account section.
  3. Select
    Connect
    . If you're logged in, you'll see a “connected” label
  4. If you're not logged in to CoCounsel, a window will appear for you to sign in through your OnePass account.
  5. You can use the single sign-on functionality if your company has implemented it. Otherwise, you can use your CoCounsel credentials (email and password) to sign in.
  6. Select
    Close
     after you connect.

Pin the add-in panel to Outlook

Select the
Pin
 icon near the add-in name to keep the panel open while you use Outlook.
note
The contents of the add-in panel vary according to the accounts you have connected.