*Recommended - M365 Admin: Mail Flow rules
Filtering notification is a required step. Mail Flow rules apply to all users, the below rules apply per person and have to be set up individually.
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This is a required step for all users before they get added to LawToolBox Matters and start to receive deadlines
- Inbox rules:
- Watch step by step video
- See related article for what these filter
- See below for step by step written & screenshot instructions
- Calendar filter:
- Watch step by step video
- See the related article for step-by-step instructions
- See below for step-by-step written & screenshot instructions
Quick Steps
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Part 1: Inbox rule - Desktop Outlook
Open Outlook > File > Manage Rules and Alerts > New Rule
> Apply rule on messages I receive > Next >
> Select "specific words in the subject or body" >
> Click on specific words > Add rules >
> Select move it to the specified folder >
> Click on specified folder >
> Create a new folder “LTB Deadlines” under Mail and Post Items
> Click OK and your Outlook Rules have been set up!
Watch step by step video for inbox rules
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Part 2: Calendar Filter: Outlook Calendar
Quick Steps Exclude Canceled: Deadlines
Outlook > Calendar > View > View Settings > Filter >
Advanced Tab > Field > All Appointments Field = Subject >
Condition = doesn’t contain > Value = Canceled: > Add to List
OK!
See this article or scroll below for the step by step
Watch step by step video for calendar filter
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Detailed:
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Part 1: Step-by-Step Outlook Rule Management
*Repeated for All User Inboxes:
File > Manage Rules and Alerts > New Rule
NOTE: If you have already existing inbox rules “Stop processing more rules” can cancel LawToolBox rules
Step 1: Start from a blank rule - Apply rule on messages I receive
Step 1: Select with specific words in the subject or body
Step 2: Click on specific words
Add the following cap-sensitive rules:
LTB-allday
Add upcoming group events
View group in outlook
added to a team in Microsoft Teams
LTBUSER
Step 3: Select move it the specified folder
Click on specified folder
Click New
Create new folder "LTB Deadlines" under Folder Contains Mail and Post Items
Click OK and repeat for all new users
Finish
Optional:
Select mark as read
Apply > OK
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Filter: Outlook Calendar
View to Exclude Canceled: Deadlines
Outlook > Calendar > View > View Settings > Filter…
Advanced >
> Define more criteria:
> Field >
> All Appointment Fields > Subject >
Condition: doesn’t contain > 
Value = Canceled: > Add to List
Click OK and your Outlook Calendar Filter has been set up!