E-mail Management

 

Use the Outlook Folder Update Scheduler to update Microsoft Outlook® with your clients/matters.  This feature creates a separate Outlook folder for each client/matter so that you can use the Outlook add-in Quickfile 4Outlook to automate the filing, printing and archiving of e-mail relating to your clients/matters.

 

After creating Outlook folders for your clients/matters, you can view the contents of a client’s folder by clicking the E-mail tab in the Inquiry or Clients and Matters feature.

  1. Ensure Outlook is open.

  2. Open the Inquiry or Clients and Matters feature and select a client/matter.  Click the E-mail tab.  

  3. The contents of the folder relating to the client/matter will display.

 

If you have not created an e-mail folder for the client/matter:

  1. Ensure Outlook is open.

  2. Open the Inquiry or Clients and Matters feature and select a client/matter.  Click the E-mail tab.

  3. Click Create Outlook E-mail Folder.

 

Outlook E-mail Folders

Creating Outlook E-mail Folders