> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sagalegal.io/llms.txt
> Use this file to discover all available pages before exploring further.

# User setup

Installing the Saga Outlook add-in depends on how your organization manages Office add-ins. If your admin has deployed it centrally, it may already be available in Outlook. If not, your admin can provide the installation method or deploy it for your team. See [Admin setup](/guides/integrations/outlook-add-in/admin-setup).

## Open the add-in

1. Open Outlook.
2. Select an email message or open a draft.
3. Click **Saga** from the Outlook ribbon or apps menu.
4. The Saga task panel opens inside Outlook.

<Note>
  Saga needs an email message or draft to provide context. If no message is selected, Outlook may show the add-in but Saga cannot start a useful conversation.
</Note>

## If Saga is not visible

If the Saga add-in does not appear in Outlook:

1. Open **Apps** or **Get add-ins** from Outlook.
2. Search for **Saga**.
3. If it appears, click **Add**.
4. If it does not appear, contact your admin.

Some organizations restrict individual Office add-in installation. In that case, your admin needs to deploy Saga centrally.

## Signing in

When you open the add-in for the first time, enter your organization's Saga instance.

For example, if your Saga URL is `https://your-firm.sagalegal.io`, enter `your-firm`.

Then click **Sign in with Microsoft** and use the Microsoft work account invited to that Saga workspace. You only need to do this once.

## Troubleshooting

### The add-in doesn't appear in Outlook

* **Check with your admin** — On company-managed devices, your IT department may need to allow third-party Office add-ins or deploy Saga centrally.
* **Check your Outlook account** — Make sure Outlook is signed in with the Microsoft work account you use with Saga.
* **Check your Outlook version** — Outdated Outlook builds can have issues loading add-ins. Update Outlook and try again.

### Saga asks me to select an email

Saga needs an Outlook email message or draft to provide context. Select an email, then open the add-in again.

### Sign-in fails

Confirm that:

* You entered the correct Saga instance.
* Your Microsoft account has been invited to that Saga workspace.
* You are using your work account, not a personal Microsoft account.

If you are still blocked, contact your Saga admin or Saga support.

### The add-in panel is blank

1. Close the Saga task panel and reopen it.
2. Restart Outlook.
3. If it still does not load, clear the Office add-in cache using Microsoft's guidance for your platform.

The Outlook add-in is hosted at `outlook.sagalegal.io`. If your organization uses a strict firewall or proxy, ask IT to allow access to that domain.