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.
Ensure Outlook is open.
Open the Inquiry or Clients and Matters feature and select a client/matter. Click the E-mail tab.
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:
Ensure Outlook is open.
Open the Inquiry or Clients and Matters feature and select a client/matter. Click the E-mail tab.
Click Create Outlook E-mail Folder.