Big Biller Help Center

• The Outlook Add-in not only logs emails and adds new records, but it also allows you to add attachments to your Big Biller records
• There are instances where you may want to save an email attachment to a record other than the sender (i.e., you may want to save a client’s fee agreement to the Company record instead of your contact’s record)

• The Add-In makes it easy to log incoming and outgoing emails from your Outlook account back to the corresponding records in your Big Biller database

• If you receive an email from a new candidate or contact (that you do not already have in your database), use the Add-In to create a new People records without ever leaving your email client

• The Outlook Add-in allows you to document email communication and message attachments into your Big Biller database directly from Outlook 365
• Open this article to click through links for step-by-step instructions on how to get up and running with the Outlook Add-In

The Outlook Add-In allows you to document email communication and message attachments into your Big Biller database directly from Outlook 365. This article provides step by step instructions for installing the Add-In. Please note that this Add-in will only work…

• Setting up Multi-factor Authentication (MFA) adds an additional layer of security to your Big Biller account, beyond passwords.
• By using an MFA app on your phone (such as Google Authenticator or LastPass), you can access a temporary code that is updating on a continuous basis for an added layer of security.
• You will then be required to provide both your password and MFA code before accessing Big Biller.