Objectives
- Access App4Legal for Outlook Add-on
Environment
- Outlook
Additional Information
- Add data directly from the add-on
- Log the email from the add-on
Procedure
App4Legal for Outlook is an add-on that directly connects your Outlook account with your App4Legal instance, allowing the user to track and sync emails to App4Legal, add information, and access certain modules directly from Outlook.
How to access it?
After you have downloaded the add-on, you click on “Login” in order to connect Outlook to their App4Legal account. You will be asked to enter the credentials of your App4Legal account for the integration to happen.
After the connection is made, you will be able to add data to the system such as a company, corporate matter, task, and more - through the “Add New” tab.
Outlook Add-on also allows you to log email threads, between yourself and other users, as a Matter Note, a Litigation Case, Corporate Matter, or Intellectual Property through the “Log E-mail as” tab.
Further more, you will be able to include the whole email, or select parts of it, and attach the documents in the email to a specific matter.
The activity feature allows you to have a quick view on where the email has been linked or used in the core system of App4legal.
Outlook App4Legal Add-on is a smart way to manage your daily legal operations. Remember, Its all about doing more for less!
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
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