Opening Companion
Open Outlook and select an email thread related to a shipment or declaration.
Open Clockwork / Outlook Companion from your Outlook add-ins.
Keep the email selected while Clockwork loads on the right.
Pin it so that way it remains open between emails.
Configuring Companion
After you have the Add-In opened you’ll want to configure your user so that way uploads and updates are correctly attributed to your CargoWise user.
In order to configure the Companion you’ll want to click
Start a File > Shipment.This will open a new window that will prompt you to login with your Microsoft account.
Login with your Microsoft 365 account to authenticate.
Next we need to tie your account to your CargoWise user. You’ll click the settings gears in the top left where it says
Click gear to set TMS user.
Enter the
Staff Referencecode that you received from either your TMS Admin, IT, or manager. If you don’t have one, reach out to them to get your code.
Press
Update Userto complete configuration.
After updating your user you should see your name appear, thus completing configuration.
Setup Troubleshooting
The Clockwork add-in is missing from the Outlook Add-In list. It may not be deployed to your account yet, or Outlook hasn’t refreshed. Talk to your Manager or IT to ensure the Add-In has been deployed to your user.
No staff with that reference found error when Updating User. Your TMS Manager, Manager, or IT hasn’t setup Staff References yet, or yours hasn’t been added yet. Talk to them to get it added.