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Select a public Outlook folder for client email

Use the Outlook Public Folder window to select the Outlook public folder location you would like Practice CS to access when searching for client email messages.
note
If your firm is running Practice CS in a Virtual Office CS or Software as a Service (SaaS) environment, you can't create Outlook public folders. Instead, follow these steps to create a subfolder within your Firm ID shared folder (for example, 12345_Shared).
  1. Select
    Setup
    ,
    System Configuration
    ,
    Outlook
    , then
    Public Folder
    .
  2. Mark the
    Access Outlook Public folder
     checkbox.
  3. Select More to open the Select Folder window.
    note
    This is an Outlook window, and may open behind the Practice CS window. Change the focus to Outlook to display this dialog.
  4. In the folder list, go to the public Outlook folder that you want Practice CS to access when searching for client email messages.
    note
    If the folder does not yet exist, you can create it.
    1. Do 1 of the following:
      • Local installation: In the Select Folder window, expand
        Public Folders
         in the Folders List, select the folder where you want to create the new folder, then select
        New
        .
      • Virtual Office CS or Software as a Service (SaaS): In the Select Folder window, expand the shared folder for your firm ID (for example, 12345_Shared), right-click and select
        New Folder
        .
    2. In the Create Folder window, enter a name for the new folder, then select
      OK
      .
    3. In the Select Folder window, select the new folder you created.
    Public folders are available in Outlook’s Folder List. You must be logged in to your Microsoft Exchange Server to access public folders.
  5. Select
    OK
    .

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Print