The operating system for introducer-led growth

Outlook App — Frequently Asked Questions

Does it work with Outlook on the web?

Yes, the RQ Outlook add-in works seamlessly across all Outlook platforms: - Outlook on the web – Access RQ directly in your browser - Outlook for Windows – Full desktop integration - Outlook for Mac – Native Mac app support This means you can refer clients from any device, whether you are at your desk or working remotely. The add-in experience is consistent across all platforms, so you will always have the same features available.

Is my email data secure with the RQ add-in?

Your email data is completely secure with RQ: - Local processing – RQ analyses email content locally to detect referrals - Minimal data storage – We never store your full email content, only the referral details you choose to submit - Microsoft authentication – The add-in uses Microsoft's secure authentication protocols - Encrypted transmission – All data sent to RQ is encrypted in transit RQ is designed with privacy by default. The add-in only extracts the specific information needed to create a referral - client names, services mentioned, and relevant context.

Do I need a separate login for the Outlook add-in?

You do not need a separate login for the Outlook add-in. Simply use your existing RQ account credentials to connect. The add-in authenticates securely using Microsoft's authentication system. Once logged in, the add-in stays connected to your RQ workspace, so you do not need to log in repeatedly. If your organisation uses Single Sign-On (SSO), the add-in supports that too - you can authenticate with your company credentials.

Can I still use RQ without the Outlook add-in?

The Outlook add-in is completely optional. You can use RQ in several ways: - RQ web app – Log referrals directly at refer.rq.app - Email forwarding – Forward introduction emails to your RQ inbox for automatic processing - Outlook add-in – Create referrals while composing emails (optional) - Mobile app – Submit referrals on the go Many users find the Outlook add-in saves significant time by eliminating the need to switch between applications, but it is not required to use RQ effectively.

How do I install the RQ Outlook add-in?

There are two ways to install the RQ Outlook add-in: For individuals: 1. Open Outlook and go to the add-ins section 2. Search for "RQ" in the Microsoft marketplace 3. Click "Add" to install 4. Log in with your RQ credentials For organisations (IT-managed deployment): 1. Your IT administrator can deploy RQ centrally via Microsoft 365 admin centre 2. The add-in will appear automatically for all users in your organisation 3. No action required from individual users Central deployment is recommended for firms, as it ensures everyone has the add-in and simplifies updates. Installation takes less than two minutes, and you can start creating referrals immediately.

How does RQ detect referrals in my emails?

RQ's smart detection system analyses your email content in real-time as you compose messages: What RQ looks for: - Referral language – Phrases like "introducing my client", "please look after", "I'd like to connect you with" - Client names – Names mentioned in the context of introductions - Services needed – Any services or requirements mentioned - Contact details – Email addresses in the To or Cc fields How it works: 1. As you type, RQ monitors for referral indicators 2. When detected, a subtle alert appears in your email 3. RQ pre-fills the referral form with extracted details 4. You review, confirm, and submit in two clicks The detection happens locally in your browser - your email content is not sent to RQ servers until you explicitly submit a referral.

Does the Outlook add-in maintain compliance?

The RQ Outlook add-in maintains full compliance with every referral: Built-in compliance features: - Disclosure prompts – Reminds you to disclose commercial arrangements where required - Consent capture – Records client consent as part of the referral workflow - Audit trail – Every referral is logged with timestamps and full history - Policy enforcement – Your firm's referral policies are applied automatically When you create a referral through the add-in, RQ guides you through all required compliance steps. This is particularly important for FCA-regulated firms who need to demonstrate proper processes. All compliance data is stored securely and available for regulatory reviews or internal audits.