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Pin Helm to Outlook

Have it stay open while you work

Written by Support Team

Outlook only keeps add-ins open for so long before it closes them down. If you're finding yourself reopening Helm every time you click into a new email, there's a fix: pin it.

Why pin it

Once Helm is pinned, it stays visible as you move between emails in your inbox, so you don't have to relaunch it every time you switch email threads. That means:

  • Fewer repetitive clicks
    No more digging back into the add-ins menu every time you open a new email.

  • Less context switching
    Helm stays in view alongside your inbox, so you're not breaking your flow to bring it back up.

  • A smoother day-to-day
    One pin at the start of your day is usually all it takes to keep Helm on hand as you work through your inbox.

How to pin it

  1. Open Outlook

  2. Select an email thread related to a shipment or declaration

  3. Click Helm from your Outlook add-ins

  4. Click the pin icon in the top right corner of the Helm panel

That's it! Helm will now stay open as you click through different emails.

A quick note

Outlook periodically closes add-ins after a period of inactivity, so you may need to reopen and re-pin Helm at the start of each day. If Helm closes on you mid-session, just repeat the steps above.

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