Scheduling your Fileboard meetings directly from Outlook is just as fast as scheduling within the Fileboard platform!

From the inbox or main view of Outlook, click the New Items tab on the far left. 

A dropdown menu will appear. Select the Meeting option from the menu.

A new popup will appear. This is your meeting invite. Click the Fileboard Meeting button on the far right of the top menu.

Your default Fileboard meeting invite will load, along with your meeting details, such as your conference line and Fileboard meeting URL. Like Fileboard emails sent via Outlook, you have the option of toggling the option to log this in Salesforce, and you can even load in custom meeting invite templates you have created in Fileboard.

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