ReachUC for Outlook (Desktop)

Overview

The ReachUC Outlook add-in lets you perform the following tasks directly within Microsoft Outlook:

• Initiate calls to phone numbers found in your emails or Outlook contacts
• Send files as fax messages to fax numbers in your emails or contacts
• Save an Outlook contact directly to your PBX contacts list

Installation

1. Download the add-in installer from the ReachUC extensions page at reachuc.com/extensions. Click the Outlook icon and save the downloaded file to a local folder.
2. Extract the downloaded zip file using any standard zip extraction tool.
3. Run setup.exe and follow the installation prompts.
4. Open Microsoft Outlook and confirm that the ReachUC tab is visible in the ribbon at the top of the application.

Setting Up Your Account

1. Click the ReachUC tab in the Outlook ribbon to open the add-in panel.
2. Enter your PBX username and password and click Login.
3. Once logged in, your user and domain information will appear in the panel.

After logging in, you can configure the following settings:

• Properties: Set your country code, international prefix, and dial length.
• Logging: Enable or disable logging and access the log file if needed for troubleshooting.
• Options: Toggle phone number recognition in your inbox for click-to-call, and toggle the call popup that appears when a call is initiated.

Making Calls from Outlook

When you open an email that contains a phone number and phone number recognition is enabled, the number will be clickable. Click it to initiate a call through your PBX account without leaving Outlook.

Sending a Fax from Outlook

To send a fax, open the ReachUC panel in Outlook, enter the destination fax number, and attach the document you want to fax. Send it through the fax option in the add-in.

Syncing Outlook Contacts to PBX Contacts

1. In Outlook, go to Contacts or People and select the contact you want to add to your phone system.
2. Right-click the contact and select Add to PBX Contacts.
3. To verify the contact was added, log into the portal and check your Contacts section. Use the search bar to find the contact by name.