Works with: Lytho Workflow & DAM
Bring your Lytho DAM, AI Reviewers, and Proof submission into one of the most overlooked areas of brand governance: email. The Lytho for Outlook add-in sits beside the email you're reading or writing, so you can find approved assets and place them in your message, check attachments and text against your brand standards before you send, and submit attachments to Lytho for formal review, all without leaving Outlook.
The add-in is available for Outlook on the web and desktop.
Features described in this article are not included in all subscription plans. Interested in expanding your feature set? Contact the Lytho Support Team for further assistance.
TABLE OF CONTENTS
-
Uploading Assets into Lytho DAM from the Lytho Add-in for Microsoft Outlook
-
Using the Lytho Add-in for Microsoft Outlook for Compliance Checks
-
Submitting a Proof from the Lytho Add-in for Microsoft Outlook
Installing the Lytho Add-in for Microsoft Outlook
Lytho for Outlook can be installed individually or deployed across your organization by a Microsoft 365 administrator. To install the add-in individually, follow these steps:
1. Close Microsoft Outlook.
2. Open the Apps page for Lytho on the Microsoft AppSource website to view the Add-in.
3. Click the Get it now button.
4. If prompted, log in with your Microsoft credentials
5. Click the Open in... button to finish setting up the extension.
Once installed, the Lytho icon appears in the Outlook ribbon and on individual messages within an email thread.
Lytho Pro Tip: Bring Lytho into Word, PowerPoint, and Excel, too! Working across Microsoft Office? Lytho also offers an add-in for Word, PowerPoint, and Excel, giving you access to approved assets from your Lytho DAM without leaving your document, presentation, or spreadsheet.
Get started: The Microsoft Office add-in for Word, PowerPoint, and Excel is separate from the Outlook add-in and requires its own installation from the Microsoft marketplace. Learn more in Microsoft Office Add-in for Word, PowerPoint & Excel.
Logging into the Lytho Add-in for Microsoft Outlook
Open an email message in Outlook. On the Message tab in the Outlook ribbon, select Lytho for Outlook. Depending on your screen size, you may need to click More commands (...), then select Lytho for Outlook under Lytho.
You can find the organization name in your Lytho URL. Enter the part between https:// and .us-1.lytho.com or .lytho.io You'll be asked to log in to your Lytho instance if you aren't already logged in and grant access to the application.
A browser pop-up appears. Enter your Lytho credentials, then select Log in.
Using the Lytho Add-in for Microsoft Outlook
After you sign in, the add-in opens to the Home tab. Use the quick action options or tabs at the top of the add-in to move around:
- Home – Start from Quick Actions.
- Review – Check content for brand and regulatory compliance across images, attachments, and text.
- Submit – Upload and submit assets to Lytho for formal review and approval
- DAM – Search and browse your DAM, place assets in your email, and upload files.
- Profile – View your account information and profile options.
Anything that changes your email, such as inserting an asset, works only while you're writing a message. Reviewing, submitting, uploading, and the Waiting Room work whether you're reading or writing.
The add-in opens for the message you launch it from. If you switch to a different email, the add-in panel closes. Open it again from the message you want to work with.
Finding and Placing Assets from the DAM
From the DAM tab, you can browse and search your organization's DAM, access your Collections, view assets placed in your email, and manage assets in your personal Waiting Room.
The add-in includes the following tabs:
-
All – Browse and search all assets available to you.
-
Collections – View and manage your asset collections.
-
Local Assets – View Lytho assets inserted into your current document.
-
Waiting Room – Access assets you've uploaded or are awaiting approval.
-
Profile – View your account information and profile options.
You will only see the assets and collections that you have permission to access. If you cannot locate an asset or collection, it may be restricted based on your assigned permissions.
All
The All tab displays every asset you have permission to access and is the primary location for finding and inserting assets into your document.
From the All tab, you can:
-
Search for assets by entering keywords or metadata in the search bar. See your options below to insert an asset into your document.
-
Use AI-powered Search to find assets using natural language. To enable AI Search, select the AI OFF button in the search bar.
-
Select Filters to open the filters panel and to help narrow down your search with advanced settings.
-
Select Sort to open the sort dropdown and choose how assets are displayed.
-
Select View to switch between Gallery and List view or adjust the asset thumbnail size.
-
Select More > Upload to upload new assets to the DAM.
-
Select More > Bulk Version Updater to update multiple asset versions at once.
-
Ensure the uploaded version have the exact same file name. Uploaded files become active version, current asset will be set as an inactive version.
-
Place an Asset or Share a Link in Your Email
To place an asset, open a new message or reply, then hover over the asset and select Place. Choose how you want to add it:
- Insert in body – Places the image inline in the email body. This option is available for images.
- Attach to email – Adds the file to this email as an attachment.
- Insert as shareable link – Anyone with the link can open it. Expires on a date you pick.
- Insert as link – Opens in Lytho. Recipients need a Lytho account.
Other file types, such as PDFs and presentations, can be attached or linked. When you insert an asset, it goes where your cursor is, like pasting. If you have text highlighted, the asset replaces it. Files over 10 MB are offered as a link instead of an attachment.
When you choose Insert as shareable link, set the link options, then select Create & Insert:
- Allow downloading – Choose whether recipients can download the file.
- Valid thru – Pick the date the link expires, or select Never expire.
- Name and Message – Add an optional name and message to the link.
Lytho Pro Tip: Use a shareable link when you're sending an asset to a partner, an agency, or anyone outside your organization. A regular link needs a Lytho login. A shareable link opens for anyone and expires when you choose, so you keep control of how long the file is available.
You can also create a link without placing it in your email yet. Hover over an asset and select its checkbox. An actions bar appears at the bottom of the add-in and shows how many assets you've selected.
Select Actions, then select Share link. (You can also select Add to collection.)
Download settings can't be changed after the link is created.
Lytho Pro Tip: Use the checkbox to select one asset or several at a time. The actions bar shows how many assets you've selected, so you can share links to them or add them to a collection together. This is especially helpful when you're pulling together a group of files to send.
Collections
The Collections tab helps you organize and quickly access groups of related assets, such as campaigns or brands.
From the Collections tab, you can:
-
Search Collections by entering a collection name in the search bar.
-
Select Create Collection to create a new Collection.
-
Browse available Collections by scrolling through the list.
-
Select Filters to open the filters panel and narrow the Collection list.
-
Select Sort to choose how Collections are displayed.
-
Select a Collection to view its assets.
-
Within a Collection, use the search bar or scroll to locate assets.
-
If a Collection contains multiple pages of assets, select Next to view the next group of assets.
-
Local Assets
The Local Assets tab displays every Lytho asset that has been inserted into the current document.
From the Local Assets tab, you can:
-
View all DAM assets placed in the current document.
-
Confirm that you're using approved DAM assets and save time searching for assets you plan to reuse.
If no assets have been inserted into the document, No assets placed yet is displayed.
Waiting Room
The Waiting Room tab displays assets associated with your personal Waiting Room.
From the Waiting Room tab, you can:
-
View assets that are Uploaded, Pending Approval, Approval Requested, or Declined.
-
Hover over an asset to view the actions available for its current status. Depending on the asset status and your permissions, you may be able to Submit for Approval, Save to DAM, Approve, or Decline the asset.
-
-
Select Filters to adjust the asset status displayed in the Waiting Room.
-
Select Upload to upload new assets.
-
Select the Bulk updater icon to update multiple asset versions.
Profile
The Profile tab provides access to your account information and user settings.
From the Profile tab, you can:
-
View your profile information.
-
Access available account settings.
-
Sign out of the add-in.
Uploading Assets into Lytho DAM from the Lytho Add-in for Microsoft Outlook
Save files that arrive by email directly into your DAM. Uploaded files are first sent to your Waiting Room, where users with the Approve Assets permission can review, tag, and approve them before they become available in the DAM.
You can upload documents from either of the following locations:
-
From the All tab, select More > Upload.
-
From the Waiting Room tab, select Upload.
Next, select one of the following:
-
Email attachment to upload a file from your current email.
-
Choose file to browse and upload a document from your computer.
Select Continue to begin the upload.
A confirmation banner appears when your document has been uploaded to your Waiting Room.
Using the Lytho Add-in for Microsoft Outlook for Compliance Checks
Reviews lets you use AI Reviewers to check email copy, images, and attachments for brand and regulatory compliance directly in Outlook.
AI Reviewers is required to review content within Outlook.
From the extension home screen, you can:
-
Select a Quick Action button for Review
-
Or use the tabs at the top of the extension to navigate to Review
Choose the type of content you want to evaluate:
-
Image – Reviews the email's image and PDF attachments, and the images in the email body, including signature logos. Multi-page PDFs can be reviewed page by page.
-
Text – Reviews the newest message in the email, including your signature. Quoted replies and forwarded history are removed automatically, so only what you wrote is reviewed, not the whole thread.
Once your content is added, select the type of compliance check you’d like to run using the Reviewer dropdown. These options are based on the AI Reviewers configured in Lytho.
Finally, select Review to run the compliance check.
After running a compliance check, your results will be grouped into three finding states:
-
Failed: The content does not meet compliance requirements and requires updates.
-
Needs Review (Warning): A potential issue was detected, but the AI Reviewer is not fully certain. These should be reviewed carefully, as they may still require updates.
-
Pass: The content meets the selected compliance criteria and no issues were detected.
Lytho Pro Tip: Iterate based on compliance check results. Make updates and run your content through the add-in multiple times to ensure it meets brand and regulatory standards.
Depending on the finding state you select (Failed, Review, or Pass) additional insights will be available, including:
-
Confidence Rating – How certain the AI is in its assessment
-
Analysis – Explanation of why the content passed or was flagged
-
Flagged Items – Specific sections of content that were identified
-
Suggested Fix – Recommended updates to resolve issues
Additionally, you can Clear the extension to review another asset, or select Submit Asset if you need additional support.
Submitting a Proof from the Lytho Add-in for Microsoft Outlook
Send an attachment from your email into a Lytho Proof without downloading it first. From the extension home screen, you can:
-
Select a Quick Action button for Submit
-
Or use the tabs at the top of the extension to navigate to Submit
Permissions are respected within the add-in. Only Lytho team members with appropriate access can submit Proofs.
Under Attach File, select a supported attachment from the email.
Once your asset is added, select the Lytho Project where the asset should be submitted using the Project dropdown.
Choose an existing Proof from the list if one already exists.
Or begin typing to create a new Proof. As you type, existing Proof names will be suggested for comparison. Select + Create "Proof name" to create a new Proof if needed.
After all required information is entered, select Submit Asset to send the file into Lytho for review.
After selecting Submit Asset, you will see a confirmation that your asset has been successfully submitted.
You can select Open to view the associated Project in Lytho.
Or select + Submit Another Proof to return to the Submit panel and upload another asset.
Submitting an asset does not send the Proof for review. This action only adds the asset to the Proof. To route and send the Proof for approval, open the associated Proof in Lytho and follow your review workflow.