Big Biller Help Center

Big Biller Help Center

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Outlook Add-In: Saving Attachments to Records

  • 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)
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Outlook Add-In How-To

  • 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
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Installing 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…

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[BETA] Multi-Factor Authentication (MFA)

  • 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.
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