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This article applies to:

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

Save an email or attachment to HighQ

Save emails and attachments to HighQ.
  1. Select one or more emails to save, then select the add-in icon on the toolbar.
  2. Select
    Upload Email and Attachments
    .
    note
    The contents of the add-in panel vary according to the accounts you have connected.
  3. Check that you have selected the correct email.
    note
    If you want to also upload any replies to this email, select
    Auto-upload replies
    .
  4. If the subject of the email isn't clear, is a duplicate, or needs more information, select
    Rename
     to adjust the text.
    note
    If you want to also upload replies as part of a complete discussion, select
    Auto-upload replies
    .
  5. Select
    Continue
    .
    note
    If the email is already saved in HighQ, a message is displayed. Select
    Save conversation
     to save the email as a new item.
  6. Find the location on your site to save the email and any attachments.
  7. Select the
    Favorites
     tab to see folders saved as favorites on your site, select
    Browse
     to find a folder or select
    Search
     to enter a search term.
  8. User permissions from HighQ are applied to the list of sites and folders in the add-in. You need access to files and folders in HighQ to also access them in the add-in.
    1. The list of Favorites and Recent folders and sites are taken from HighQ.
    2. Enter text in the
      Filter
       box to find folders in the current view, or select the filter button to select metadata or tags.
  9. You can create a new folder in a selected location. Select
    Add folder
     and enter the folder name:
  10. After you have selected the folder or folders, select
    Upload
     to save the email.

One-click upload

As you upload more emails, the add-in predicts where you often save emails and attachments.
The
One-click upload
 panel suggests a location, taken from your previous interactions with similar emails:
Select
Quick upload
 to file the email immediately or select
Manual upload
 to select another location.

Labels

Labels are added to emails in the Outlook window to show their status with the add-in.
Emails that have been saved are shown with an
Email filed
 label.
Email discussions that have been saved are shown with a
Conversation Enabled
 label.
note
It doesn’t affect the email or discussion filling if you remove the label.