Setting up Outlook add-in

Before you can use the Outlook add-in, configure these settings first.

  1. Using Infor ION API, proceed to Authorized Apps and download the ION API file of CLM Outlook Add-in.
  2. On the Login page of Outlook Add-in and click the Folder icon.
  3. Upload the previously downloaded ION API file.
  4. Click Sign in and log in using your M3 CLM sign-in name and password.