Download our Outlook app
To facilitate your workday and workflow, OTYS has their own Outlook App. This app is available for free in the Microsoft Outlook store, and can help you in many ways, from viewing information about a candidate that has emailed you, to instantly processing and creating a candidate from within your email when a CV get’s sent to you from a colleague or supplier.
Here is a short summary of the options the OTYS App gives you:Entity Creation: Users can create Candidates, Relations, and Relation Contacts directly from the add-in.
Email Recognition: Automatically recognizes email addresses from Outlook and retrieves specific entities from OTYS with relevant information.
CV Processing: Users can create candidates based on CV attachments using the CV parser functionality.
Attachment Handling: Allows users to download attachments to their device and upload them to their personal OneDrive.
Theme Switching: Supports theme toggling (dark/light) as configured in the user's Outlook settings.
Single Sign-On (SSO): Users are not required to log in until the token expires.
Dependencies
Being able to use the OTYS Outlook App does come with a single, yet crucial requirement. You will have to make sure your OTYS account is linked to your Outlook account by using our IMAP integration. Unlike the Teams App, the Outlook App does not require you to also use our appointment planner. Just IMAP is enough. It really is that simple!Configuration
To start using the OTYS Outlook App, a few things will need to be set up. If you’ve not set up your IMAP connection, please do so first. Afterwards, you can follow these steps:Make sure you’re logged into your Outlook mail and are in your standard screen
Navigate to the ‘More apps’ button in the left panel of the screen. You can also do this from the ‘apps’ button in the top right of any email
Click ‘Add apps’. You might get a pop up requesting more information. Click next
In the search bar ‘Apps and more’ on the left side of the screen, search for ‘OTYS’
Click on the OTYS add in app, then click ‘Add’
Install the application
Go back to your inbox, and open any email
In the top right portion of the email, you should see a similar icon to the apps icon, also named ‘Apps’
Select the installed OTYS app
Follow the steps to log in, using your OTYS two-factor authorisation. This is a Single Session Sign on (SSO), and you shouldn’t have to log in again until the token expires, which is usually the following day.
If you want, you can now pin the OTYS application to the right side of your screen to make sure you don’t constantly have to open the application.
And you’re done! You have now successfully installed the OTYS Outlook App, and made the needed connections to start using it.
Download our Teams plugin
Do you speak with candidates or contacts via Teams?
With the OTYS Teams App, you have instant access to information about your Candidate, Procedure, Vacancy, and Client directly within your Teams meeting — without needing to switch back and forth to OTYS Go!.
Optionally, you can also update information in OTYS Go! during your Teams meeting by using an Interaction Form.
To use the Teams App, you need to have both the Outlook calendar integration and the Appointment Planner activated.
If these are already active, you can create a support ticket to request activation of the Teams integration.
⚠️ Note: You will also need to add the OTYS App to Teams manually.
🔹 One-time Activation in Microsoft Teams
Log in to Microsoft Teams
Click “Apps” in the left-hand menu
Search for “OTYS”
Select the OTYS app and click “Add”
Follow the on-screen steps to grant permission