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Version: Current

Outlook Integration

Overview​

The "Outlook Integration" extension automatically generates the following:

  • Emails requesting revisions or confirmations for reviews in Outlook
  • Meeting invitations for reviews

Because it automatically creates posts containing the review file path and the ID of the comments,

you can contact review members with just mouse clicks, enabling quick information sharing.

This section introduces the operation and settings of the "Outlook Integration" extension.

Installation​

  1. Click [Tools] menu - [Manage Extensions] to open the [Manage Extensions] dialog box.
  2. Select [Outlook Integration] from [Denso Create Official].
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You can easily find it by typing "editing assistance" in the search box.

  1. Click the [Install] button.
  2. Restart Lightning Review.

Preparation​

Link the registered members and email addresses in [Review Settings].

  1. Click [Tools] menu - [Outlook Integration Settings] to open the [Outlook Integration Settings] dialog box.
  2. Enter the following information in the text box.
    Column 1: Member Name
    Column 2: Email Address
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Copying and pasting from Excel is easy.

  1. Save the review file.
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If you edit it later, it will be displayed in CSV format.

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This setting applies to all review files in the same folder as the review file you set.
If one person on the team sets it, other members do not need to set it.

Creating Correction Request and Confirmation Request Emails​

  1. Select the target issue in [Tile View] or [Grid View].
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If you do not select an issue, all issues other than those with the [Confirmed] status will be targeted.

  1. Click the [Tools] - [Create Request Email] menu.
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You can also launch this from the context menu's [Create Request Email] menu.

The above operation will display the Outlook email creation screen.
The following will be entered in the email subject and recipient fields:

  • Subject: Review Request [Review Name (default is file name)]
  • To: Set the following based on the status of the issue.
  • If "Uncorrected": The person who corrected the issue
  • If "Corrected": The person who confirmed the issue
  • CC: Members of the review (excluding To)

Creating a Meeting Invitation Email​

  1. Open the saved review file after performing the [Preparation] steps.
  2. Click the [Tools] - [Create Meeting Invitation] menu to automatically create the meeting invitation email.
    The subject and recipient fields of the meeting invitation email will contain the following:
  • Subject: Review Invitation [Review Name (default is file name)]
  • To: Person responsible for reviewing the issues
  • CC: Review members (excluding To)
  • Body: In addition to the review name and the path to the review file, the following will be included if set:
  • Purpose, Completion Conditions: Contents from [Review Settings]
  • Path to the document to be reviewed: If set in the outline tree document

Points​

You can enter multiple lines of text in the [Purpose] field of [Review Settings].
By preparing a review file template with review points entered in [Purpose] and [Completion Conditions],
you will not need to write the body of the meeting invitation when sending it.

Notes​

The extension menu may not appear only upon restarting immediately after installation.
In that case, please restart the application.

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