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Tracker for Outlook

Personalize Tracker for Outlook

By default, Tracker for Outlook uses your personalization settings from Tracker, but you can set personal preferences for settings such as the number and date formats or the language you want to use with Tracker for Outlook. Changing your settings in Tracker for Outlook does not affect your personalization settings in Tracker.

Update Your Preferences

To set your add-in language, date, and number preferences:
  1. In the add-in pane, click the Menu icon, and then select
    Settings
    .
  2. In Settings, use the drop-down lists to set your preferences.
    Preference type
    Description
    Language
    The add-in supports the following languages:
    • English-US
    • English-UK
    • French-FR
    • Italian-IT
    • Spanish-SP
    • Japanese-JP
    The add-in language selection affects field labels and menu options, but user-entered text is not translated. Also note that add-in languages are not part of Legal Tracker language pack subscriptions.
    note
    There is no additional charge for these out-of-the-box add-in languages. However Company Outlook add-in languages must be turned on. If you don’t see the Language option in Settings, the Tracker for Outlook language option may not be turned on for your company. This must be done by a Tracker Admin. Please reach out to your Tracker Coordinator, Tracker Support, or your Client Success Manager for assistance.
    Date format
    You can choose from the following date formats.
    • mm/dd/yyyy
    • dd/mm/yyyy
    • dd-mmmm-yyyy
    • mmmm-dd-yyyy
    Number format
    You can choose from the following number formats.
    • 1,234.56
    • 1.234,56
    • 1’234.56
    • 1 234.56
  3. Click
    Save
    .

Tracker Settings that Affect Add-in Workflows

Because the workflows you complete in the add-in update the data you work with in Tracker, it’s important to understand how the following Tracker settings affect the add-in experience.
Default Tracker Document Folder
If your company has set a default email folder, Tracker for Outlook saves documents to that folder, unless you change it by selecting a different folder in the add-in pane. We recommend that you find out what your default email folder is so you know where documents that you copy from the add-in are stored in Tracker.
User Profile and Template Settings
Matters you create from the add-in have a set of default values, most of which you can change in Tracker later. It’s a good idea to review these defaults so you understand what details are associated with add-in matters in Tracker and what you might want to update in Tracker after the matter is created.
The following Matter Create default values are set up in the user’s Tracker profile. (Typically, the Company System Admin sets these values). Matters the user creates in Tracker for Outlook inherits values by default, but they can be updated in Tracker after matter creation.
  • Substantive Law
  • Practice Group
  • Org Unit
  • Invoice Approval Route
  • AP Route
Matter Create Defaults
The following Matter Create default values are set by Tracker for Outlook based on the add-in matter template.
Template Element
Matter Attribute
Matter Type
Outlook Add-in (can’t be changed)
Matter Status
Open
Apply Conditional Fields
No (conditional logic is not supported for add-in matters)
Does Matter Belong to Group?
No
Access Security
All Matter Participants
Firm Access
Internal
Matter Functionality
Full
Start Date
Date matter was created in add-in
Lead Co Person
Tracker user who created the matter in the add-in
Country
Same as country in Tracker Miscellaneous Matter Options

This article applies to:

  • Product: Legal Tracker
  • Subject: Add-in,Integration
  • Audiences: Company