The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
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?
The RQ Outlook add-in is deployed by your IT administrator through the Microsoft 365 admin centre. Follow these steps: 1. <a href="https://26562529.fs1.hubspotusercontent-eu1.net/hubfs/26562529/RQ%20Outlook%20App%20Manifest%20July%2026.xml.zip" target="_blank" rel="noopener noreferrer">Download the RQ Outlook manifest file</a> 2. Sign in to the <a href="https://admin.microsoft.com" target="_blank" rel="noopener noreferrer">Microsoft 365 admin centre</a> 3. Go to Settings > Integrated Apps 4. Click "Upload custom apps" and select "Office Add-in" as the app type 5. Choose "Upload manifest file (.xml)" and upload the RQ manifest file you downloaded in step 1 6. In the deployment step, choose whether to deploy to specific users, specific groups, or the entire organisation 7. Accept the permissions and complete the deployment Once deployed, the RQ add-in will appear automatically in your users' Outlook — both desktop and web versions. It can take up to 72 hours for the add-in to appear in all users' Outlook clients. Central deployment is recommended for firms, as it ensures everyone has the add-in and simplifies updates. No action is required from individual users.
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.