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Welcome to Ant Text 

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1.0 Introduction 


With “Ant Text” you can write attractive and compelling e-mails, complete with your own design, layout, graphics and attached files, based on your own templates, in a matter of seconds.

 

When you have designed your own templates, you can share them with the rest of your organization, and thereby ensure a consistent communication with your customers and clients, and optimize your organizations brand.

 

However, as “Ant Text” is a new way of writing and using emails, please take a few minutes to read this guide, so you can familiarize yourself with how “Ant Text” works.

 

2.0 Installation 


You can install the “Ant Text” add-in for Outlook on a mailbox on an Exchange server by using the Outlook Rich Client, Outlook Web App (OWA), or OWA for Devices. “Ant Text” requires that your mailbox is hosted on an Exchange Server 2013+, which should be no problem if you are using Office 365.

 

2.1 Installing Ant Text through Office Store 

 

There are different ways of installing “Ant Text” through the Office store, depending on which client you are using.

 

2.1.1 Outlook Desktop/Rich Client version 

 

In the Outlook Desktop version, click on the icon in the ribbon named “StoreIcon-OfficeStore , search for “Ant Text” and enable/install it.

 

2.1.2 Outlook Online version 2

 

In the online version of Outlook, click on the gear icon Icon-Gear in the upper right corner, and select “Administer integrations”. From here you can search for “Ant Text” and install/enable it.

 

2.2 Installing Ant Text manually 

 

If you are an administrator or if you wish to install “Ant Text” manually, you can do it in one of the following ways.

 

2.2.1 Outlook Desktop/Rich Client version 

 

In the Desktop version of Outlook select the menu “File”, and click the icon “Manage Add-ins”.

 

ManageAdd-ins

 

A new window will open, and from here you click the “+” icon, and select the menu “Add from a URL”.

 

AddFromURL

 

Now a pane will slide in from the right, and in the “URL” field you should enter: “https://owa.anttext.com/manifest.xml” and click “Next”. You will then get to the next page in the installation process, which asks you to confirm that you wish to install “Ant Text”. Click “Install”, and then “OK” in the resulting final step.

 

ResultingFinalStep

 

Now “Ant Text” should be in the list of your Add-ins. Make sure that “Ant Text” is “Turned on”, and you should be ready to use “Ant Text”.

 

2.2.2 Outlook Online version 

 

Start by logging in to you online Office 365 account.

 

From here you click the nine dots Icon-Dots  in the upper left corner of your browser. Then you click the icon named “AdminIcon-Admin  and in the new menu to the left that appears, you select “Admin centers” and under that “Exchange”.

 

Then you should get to the “Exchange Administration” configuration screen. Under “Organization”, you will find the link to “Add-ins” – click this link, and you will see this screen:

 

ExchangeAdminCenter

 

From here you click the “+” icon, and select the menu “Add from URL”. A new dialog will appear, and in the “URL” field of this dialog you should enter: “https://owa.anttext.com/manifest.xml” and click “install”.

 

Owamanifest

 

Now “Ant Text” will be displayed in the list of your add-ins, but note that Ant Text is disabled by default. This we will have to change, by clicking the “edit pencil”, and select the option “Mandatory, always enabled. Users can't disable this add-in.”.

Now “Ant Text” should be installed.

 

3.0 How to start Ant Text 


The “Ant Text” add-in is activated from different places, depending on which client you use.

 

3.1 Outlook Desktop/Rich client version 

 

In the Outlook Desktop client version, you first select “New Email” from the ribbon, and in the new empty email that appears, you select the “Ant Text” icon from the rightmost part of the ribbon.

 

RibbonClientVersion

 

When you click this icon the “Ant Text” task pane will appear. When you are not composing a new e-mail the icon will appear in the same place. How you then use this task pane will be explained in a later chapter.

 

3.2 Outlook Online version 

 

When you create a new email in the online version (OWA) “Ant Text” is located at the bottom right of the screen, as illustrated here:

 

RibbonOwaButtom

 

But when you are reading an email the “Ant Text” icon is in the upper right corner of the email, like this:

 

OwaRibbonRightCorner

 

In any case, clicking the icon will display the “Ant Text” task pane, which will be explained in the following sections.

 

4.0 How to use Ant Text 


When you start “Ant Text” for the first time, a task pane like this will be displayed to the right.

 

Home

 

This “default view” is only an example as it will vary depending on your settings, and whether someone has shared their templates with you or not. In most cases, you will only see our provided demo data to start with, but more on that later.

The principle is the same though. The light grey buttons below the menu with the forward icon Icon-Forward like “Invites” are template folders, which can contain more template folders and/or templates. When you click one of those, you will be taken to the content of that template folder.

The white buttons with the Icon-Mail icon are the templates themselves, and when you click one of those, the content of the template will be inserted into the email you are composing.

Try to write a new email, start “Ant Text”, and click the different buttons to see how easily a complete template with design, layout, pictures and attachments can be inserted into your email, whether it’s a new email, response to a received email or forward of an email.

It could look like this.

 

TemplateSignUp

 

However, the demo templates in “Ant Text” are only inspirational and you will, of course have to create your own templates to suite your needs.

 

5.0 Create your own templates 


Now that you have tried to insert your first “Ant Text” template, it is time to create your own templates.

 

5.1 Give consent to Ant Text permissions

Before you can create a template, you need to allow Ant Text to access some areas of your mailbox. This is done by selecting a mail in your inbox in outlook, and start “Ant Text”. Then you select the menu “Settings” and the menu item “Settings” as shown here:

 

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Under the section “Login to Office 365” you click the button “Login to Office 365”, and then you will be presented with a window which allows you to give consent to the permissions that Ant Text requires.

 

5.2 Create an Ant Text template folder

Now the connection is validated, you select the menu item “Ant Texts” under the “Settings” menu.

Here you can either create a “new folder” or a “new template” but to illustrate how you can build your own structured hierarchy of templates, we will start by creating a new folder, like this:

 

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And when you click “Create new folder”, you will find that in your menu to the left, a folder named “Ant Texts” has been created, and that the folder contains another folder named “My First Folder”.

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If you are doing this in the online version of Outlook, you might have to refresh your browser (“F5”) for these changes to appear.

 

5.3 Create an Ant Text template 

 

When the “Ant Text” folders are visible in your menu, select “My First Folder” in the menu, and the default “Do not delete this template” mail contained in this folder. From here you can activate “Ant Text” again, and select “Settings” - “Ant Texts” and create a new template like this:

 

AntTextsTemplates

 

Click the button “Create new template” and “My First Template” will be inserted into the folder.

 

MyFirstTemplate

 

You can now modify this template any way you want. You can insert your own text, layout, pictures and even attach files to it.

But it is very important that you do not send it from here!

This is because your template is saved as a draft on your exchange server, so if you send it from here it will disappear.

 

5.4 Send your Ant Text template 

 

What you do is click “New Email” - then activate “Ant Text” – click the button “Ant Texts” – “My First Folder” and then “My First template”.

 

Now your template will be inserted, which might look like this:

 

MyFirstTemplateCar

 

 

Now you can use your template over and over again, without having to cut, copy & paste from previous emails, and without worrying about attaching the correct files etc.

 

 

5.5 Create your templates manually 

 

You need to let “Ant Text” create the root folder called “Ant Texts” first, but after that has been done, you can create new folders by right clicking the “Ant Texts” folder, and select “New Folder”.

 

You can also create new templates by creating a new email, and save it as a draft. Your draft email will then be saved in your “Drafts” folder.

 

From here you can just drag the draft email into your “Ant Texts” template folder, and it will appear in the “Ant Text” menu.

 

TemplateManual

 

5.6 Display names in the Home menu of Ant Text 

 

In many cases, you might like the subject of your “Ant Text” template to be different from what is displayed in the “Home” menu in “Ant Text”.

 

The subject that will be inserted into your email, will off course be the subject that you have written in your “Ant Text” template, but the name displayed in your “Home” menu, can be changed for both folders and templates.

 

You do this by – in this example – selecting the “My First Template” template, in the “My First Folder” folder.

 

MyFirstFolderDisplay

 

Then start “Ant Text”, select the “Settings” menu, and click the “Ant Texts” menu item.

 

In this illustration “Folders” and “Templates” are shown side by side, for the sake of briefness.

 

FolderTemplate

 

Note that we have selected the “Edit” tab of both the “Folders” and the “Templates” section. The text you enter in the “Name” field here, is the text that will be displayed in the “Home” menu of “Ant Text”.

 

You can alter the name and then click the “Update folder” or “Update template” button, and your changes will be committed.

 

You might also have noticed the toggle fields “Show this folder” and “Show this template”. If they are set to “No”, then the folder or template will not be displayed in the “Home” menu.

 

6.0 Share your Ant Texts with others


If you are a business or another form of entity, it’s often useful to be able to share your “Ant Text templates with colleagues, in order to be able to ensure brand and communication consistency.

 

Therefore “Ant Text” allows you to share your “Ant Text” template folders with others.

 

You can share your folder by selecting the folder in your “Ant Text” structure – start “Ant Text” – select the “Settings” menu, and the “Share folder” menu item.

 

Below a brief explanation “Ant Text” will look like this:

 

ShareFolder1

 

Here you can see the selected folder, and that it’s not shared with anyone yet.

 

You can share the selected folder by simply entering the email address of the person that you wish to share the folder with, and click “Share folder”.

 

ShareFolder2

 

In this case, we have shared “My First Folder” with sales@anttext.com and the folder will be immediately shared with sales@anttext.com if the owner of the email address already has “Ant Text” installed. If “Ant Text” is not installed on the email address, an email will be sent to the address, informing the owner that you would like to share your templates with the owner, as well as an installation guide for “Ant Text”.

 

It is important to note that the person which you share your templates with, will be able to use all your templates in the shared folder and its subfolders, unless they are marked as “Do not show”, but the person will not be able to alter your original templates.

 

If you no longer wish to share a folder with a person, you find the person below the “This folder is shared with” and click the close icon Icon-Close beside that person. When you click that icon, the folder will no longer be shared with that person.

 

7.0 Templates shared with you 


In many scenarios, you will not have to create and manage your own templates, as they might be shared with you by your marketing, sales, service, administration or IT department. In this case, you can just go ahead, and use the templates they have shared with you.

 

However sometimes you might like to hide some of the “Ant Text” template folders, which has been shared with you.

 

This you can do by selecting the menu “Settings” in “Ant Text”, and then select the menu item “Share folder”. On this page, you select the tab “Shared with me”, where you can see the folders that others has shared with you, like this:

 

SharedWithMe

 

Here you can see the name of the “Ant Text” template folder, and who has shared the folder with you.

 

If you wish to remove an “Ant Text” template folder permanently from your “Home” menu, you can click the close icon Icon-Close beside that folder, to remove the link. You can off course ask the person who shared the folder with you, to do so again, later on if the need should arise.

 

You can also toggle the setting “Show this folder”. If this setting is set to “Yes” it means that it will be displayed in your “Home” menu. If it is set to “No”, it will not be displayed in your “Home” menu, but you will still be able to toggle it back to “Yes”, and thus be displayed, when you need it.

 

8.0 Settings 


There are a few settings in “Ant Text”, which might be worth knowing about.

 

You can see those if you select “Settings” from the “Ant Text” menu, and then again, the “Settings” menu item.

 

8.1 Main settings 

 

The “Main settings” looks like this:

 

MainSettings

 

Here you can toggle whether to show or hide “Ant Text demo data” and the “Ant Text Guide”.

 

If you are new to “Ant Text” we recommend that you leave both settings set to “Yes”, but as soon as you are familiar with how “Ant Text” works, set them to “No”. You can off course always turn both settings back on if you wish to.

 

Hiding “Ant Text demo data”, will remove the “Demo data” button from your “Home” menu. This is especially useful if you only have your own, or one shared, “Ant Text” template folder, as your “Home” menu then will start directly in the root of that folder.

 

Setting “Show Ant Text Guide” to “No”, will remove the “Guide” menu, as well as removing some of the explanatory texts on the different pages. This is highly recommended once you know how “Ant Text” works, as it will “free space” and let you focus on what to do.

 

8.2 Consent to Ant Text

 

If you wish to create your own “Ant Text” templates, and perhaps share them with others, you need to give your consent to providing “Ant Text” with the permissions needed by “Ant Text”.

 

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You do this by clicking the button “Login to Office 365”, and then give your consent.

 

9.0 Register your license 


Ant Text” is free to try for the first 14 days. After that you can still use “Ant Text”, but you will need to have a license for “Ant Text”, if you wish to avoid unnecessary delays when inserting your templates.

 

You can buy a license for “Ant Text” from the delay screens that are displayed when your trial period has ended, or by visiting http://www.anttext.com

 

When you have a license key, you can register it by selecting “Settings” in the menu, followed by the menu item “Registration”.

 

Registration

 

Here you can enter your license key, and select the license type that you wish to register.

 

It’s important to note that a license key can be valid for several users, and that only users with a “Business” license will be able to share their “Ant Text” template folders, and assign licenses to others.

 

When you have filled in your license key, click “Register license”, and your license should be registered.

 

10.0 Assign a license to others 


To make “Ant Text” easier for some organizations to administer, you can assign a license to other persons.

 

Again, you do this by selecting “Settings” in the menu, followed by the menu item “Registration”, but this time you select the tab “Users”.

 

Licenses

 

Here you can see that this license key contains 10 business users, whereof 2 are in use and 8 are available.

 

If you wish to assign a license to a new user, all you have to do is enter the email address of the user, select which license type that you wish to assign to the user, and click the button “Assign license”.

 

If the user already has “Ant Text” installed, but do not have a license, the license will automatically be assigned to that user.

 

If the user does not have “Ant Text” installed, an email will be sent to the user informing the user that you wish to assign a license for “Ant Text” to the user, along with an installation guide for “Ant Text”.

 

10.1 Remove a user from the license 

 

If a user is no longer employed by your organization, changes email address or whatever, you might sometimes wish to remove the license from the user.

 

This can be done in the section “License in use by”, where you can remove the license from the user by clicking the Icon-Close icon besides the user.

 

11.0 About Ant Text, Questions, Help & Support 


In the menu “Settings” – “About Ant Text”, you can see our contact information for support and sales, as well as our company information.

 

From this page, you can also book a free online meeting (Skype or TeamViewer required) where we will be happy to assist you in any way. There is also a link to our LinkedIn group, as well as a link for our “Ant Text” video tutorials on YouTube.

 

 

 

Please feel free to contact us with any questions, ideas or comments. We will be happy to assist you.

 

We sincerely hope that you will enjoy using “Ant Text”, and find it a valuable tool in your everyday work.

 

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