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 with Outlook hosted email.  You must also be on the Monthly Channel for updates.

To check the build:

  • Navigate to File, click Office Account, and take a look at the About Outlook section
  • It should look something like this:

To install the Add-in within Outlook 365:

  • Start by opening Outlook 365
  • Click the Get Add-ins button on the top ribbon menu
  • Click My add-ins
  • Scroll down to Custom add-ins
  • Click +Add a custom add-in and then select Add from URL…

  • Paste the below address into the field provided:
  • Click OK
  • You should now see a Top Echelon / Big Biller pyramid icon show up in the top ribbon menu (usually to the left of your Get Add-ins button)

To install the Add-in in Outlook.com
  • Open a message in your inbox
  • Click the […] menu in the top right of the message
  • Click get Add-ins and then select My add-ins
  • Scroll down to Custom add-ins and click Add a custom add-in
  • Select Add from URL…
  • Paste the below address into the field provided:
  • Click OK
  • You should now see a Top Echelon / Big Biller pyramid icon show up in the […] menu in every message

To pin the Add-in inside the message view:

  • Click the gear icon in the top right of Outlook.com
  • Click View all Outlook settings at the bottom of the popup menu
  • Click Mail and then select Customize actions

  • Check the box next to the Top Echelon icon in the list of actions
  • Click Save
  • You will now see the Top Echelon icon when you open any message (and without clicking the […] menu)