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CoCounsel for Microsoft Outlook

Save an email or attachment to Legal Tracker

You can save any email to Legal Tracker; any attachments in that email can also be saved in the same location.
  1. Select one or more emails to save, then select the add-in icon on the toolbar.
  2. Select
    Upload Email and Attachments
    .
  3. The contents of the add-in panel vary according to the accounts you have connected.
  4. Check that you have selected the correct email.
  5. If the subject of the email is not clear, is a duplicate, or needs more information, select
    Rename
     to adjust the text.
  6. Select
    Continue
    .
  7. Find a matter for the selected items.
  8. Select a tab to help find a matter;
    Open matters
    ,
    Recent matters
     and
    Favorite matters
    .
    note
    The list of Favorites and Recent folders and sites are synced with Legal Tracker. I.e. If you favorite an item in Legal Tracker, then it is shown as a favorite in the add-in.
  9. To help find a matter, select
    Search
     to enter a search term and use a filter to filter the list.
    note
    User permissions from Legal Tracker are applied to the list of matters and folders in the add-in. You'll need to have access to matters and folders in Legal Tracker to also access them in the add-in.
  10. Select a matter. if there are folders for that matter, you can select individual folders.
    note
    If required, you can select more than 1 matter or folder; a separate copy of the selected emails and attachments is saved in each location.
  11. Select the matters or folders and then set security for the uploaded items in
    Access security
    .
  12. Select
    Upload
     to save the email and selected attachments.

This article applies to:

  • PRODUCT: Legal Tracker,CoCounsel
  • Subject: Integration
  • Audiences: Company