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Tracker for Outlook Basics
Tracker for Outlook Interface
Open the Add-In
- 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.
tipIf you don’t see the Tracker icon in your Outlook reading pane or on the Outlook ribbon, the add-in may not be installed for your company.
- When prompted, sign in with your Tracker credentials.
- 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
The Add-In Menu
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). |
This article applies to:
- Product: Legal Tracker
- Subject: Add-in,Integration
- Audiences: Company