For example, if you want to transfer email templates from Daylite to Outlook, you need the plugin ProductivityTools.
- Navigate to Settings in Daylite and open the iOSXpert PluginCenter
- Make sure that the Plus Package for Daylite or the iOMailAssistant plugin is licensed
- Select ProductivityTools an navigate to Email under integrations
- Select Outlook under Email App
- Please activate the integration using the Activate at Microsoft button. If you are not the administrator of your Microsoft environment, you can click on the green Copy link for admin button to copy the link for the administrator and send it to them. Only continue once your administrator has completed this step.
- Log in with an existing account or create a new account
You can now transfer email templates or email chains directly from Daylite to Outlook. You can create these in our email templates within the ProductivityTools plugin.
You can find out how to set up the iOMailAssistant in Outlook in the following HelpCenter article:
How do i set up iOMailAssistant in Outlook?
Related articles
What is the iOMailAssistant for Daylite?
How do I use iOMailAssistant for Daylite on iOS with Outlook?
How do I create email templates with ProductivityTools?