Objectives
- Log Emails as Notes in Matters and Contracts
Steps
In LEXZUR you can keep a record of email threads between you and other users or any received emails as a note inside matters or contracts.
From your Gmail or Outlook account, select the email you want to archive, then using Lexzur Connect for Gmail or Outlook, select Note.
To log the email as a note you must first specify the type, matter, or contract, The matter/contract name.
You will be able to include the whole email or select part of it, and add the previous conversation if this email is a thread, where you can add the thread content from the beginning of the conversation till this email along with their attachments.
In addition, you can log time entries along with creating a new matter note, and you can include the Email attachments or include the email as an attachment.
Once done, the note will be created and added under the selected Matter/Contract in the system.
And it could also be accessible from the Emails page under Archive
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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