Help & Support

Find answers in the knowledge base, check the FAQ, or contact us with your question.

Getting started

Install MailLedger

Install the MailLedger add-in from Microsoft AppSource (or your admin-provided link). Open Outlook on the web or the desktop app, go to Get Add-ins, search for MailLedger, and click Add. If your organization manages add-ins, ask IT to deploy MailLedger for your tenant.

Connect your account

The first time you use MailLedger, you’ll be asked to sign in with your Microsoft work or school account and to approve the permissions MailLedger needs. MailLedger uses Microsoft Graph with limited scopes: it needs access to read and organize your mail and folders, and to file sent items. No password is stored; access is via Microsoft’s secure consent flow.

Create your first ledger (folder)

In Outlook, create a folder where you want emails filed (e.g. “Project Alpha”). Move one or two relevant emails into that folder manually. MailLedger will learn that similar emails belong there and will start building a chronological ledger for that project. You can also define rules that map certain senders or keywords to specific folders.