Outlook Business Email Integration

Introduction

Integrating your x.doc application with Business Outlook can significantly enhance your workflow, allowing you to send emails directly from the platform. This process involves registering your application with Azure Active Directory (Azure AD), a gateway to Azure services. Here's a comprehensive guide on how to set up this integration:

Registering Your Application with Azure AD

1. Navigate to the Azure Portal.
2. Select Azure Active Directory > App Registrations > New Registration. Enter a name for your application.
3. You'll receive credentials such as a client ID and secret upon successful registration. It's crucial to save these credentials securely, as they'll be required for future use.

During the application registration process, you will receive the Client ID, Tenant ID, and the email address used to register the application.

Generating Client Secret Value

1. Navigate to the Client Credentials section.
2. Generate the Client's Secret Value. Remember, this value is visible only once during its creation, so ensure you save or record it immediately, as it cannot be retrieved later.

Assigning API Permissions

1. Navigate to the API Permissions tab.
2. Click 'Add a Permission' and select Microsoft Graph API. You'll see two options: Delegated Permissions and Application Permissions. Choose 'Application Permissions' and search for the following permissions: 'Mail. Read' and 'Mail. Send'. Add these permissions to your application.

Grant Admin Consent

1. Once the permissions are added, click on Grant Admin Consent.
2. Confirm the action to apply the permissions to your application.

Note: Ensure that Mail.Send and Mail.Read is enabled in the API Permissions.

Integrating with XTEN AV

1. To connect your Outlook account with XTEN-AV, click on the Settings option located in the top-right corner under your profile section.

2. Once you click on it, you will find the Business Email Integration option under the x.doc Settings tab.

3. Click on the Outlook Business option. A form will appear asking you to enter the credentials of the application you created in your Microsoft 365 account.

4. Fill out the required details in the form, such as the Display Name, Email ID, and any other mandatory fields. Once all the information is entered correctly, click Save to complete the setup process.

Sharing x.doc Document Using Outlook Email

1. To submit a document to a client, click on the Review & Submit option from the Actions menu located at the top-right corner of the proposal page. You can also access the Review & Submit option directly from the x.doc dashboard page for quick submission.

2. On the Review & Submit page, you can view your connected Outlook account details, including the sender information. From this page, you can also edit and customize the email content before sending it to the client.
3. After customizing the email, click the Send to Client button. The client will receive an email sent from your configured account, including a secure link to the document. Using this link, they can view, review, sign, and accept the document online.

Updated on: 02/27/2026