Tracker for Outlook Basics

Tracker for Outlook Interface

It’s a good idea to familiarize yourself with some basic navigation elements, before you use Tracker for Outlook for the first time.
Some pages in the add-in have a Close icon on the add-in navigation bar. Don't confuse it with the Close icon at the top of the add-in pane. Click the Close icon on the add-in navigation bar to close the current page and return to the last add-in page you were using.

Open the Add-In

  1. Click the Tracker icon in your version of Outlook:
    • In Office 365 Open an email, then click the three small dots in the reading pane.
    • On the Desktop (Outlook for 2013 or later) click the Tracker icon on the Outlook ribbon.
  1. When prompted, sign in with your Tracker credentials.
  2. The Copy to Tracker workflow opens automatically when you sign in. To complete a different add-in activity or workflow, click the Menu icon in the add-in pane.

Close the Add-In

Close and Stay Signed In
To close the add-in without signing out, click the add-in pane Close icon. When you open the add-in again you will still be signed in, unless your system automatically signed you out due to inactivity.
Close and Sign Out
To close the add-in and sign out, click the add-in Menu icon, and then select
Sign Out
. When you next open the add-in, you will need to sign in again.

The Add-In Menu

The menu is where you’ll select Tracker workflows and other add-in actions to complete.
Menu options
Menu option
Workflow
Copy to Tracker
Copy emails, attachments, documents, and other files to Tracker matters.
Quick Approve
Approve, reject, or dispute invoices that are eligible for one-click approval.
My Matters
Find matters, review matter card details, or clone existing matters.
Matter Create
Quickly create a matter in Tracker.
Account
Review your Tracker user account information and the default settings for Matter Create.
Settings
Review or update your add-in user account preferences, such as language, date format, and number format.
About
See what version of the add-in you’re using or review the Legal Tracker Privacy Policy.
Help
Get add-in-specific help content without signing in to Tracker.
Sign Out
Sign out from the add-in (does not sign you out of Outlook or Tracker).