This article will walk you through how to save emails to your matter. Please note, the process outlined below is only possible if you have enabled the your users to save emails to either MS Groups or SharePoint. The use of any other document management solution will require you to upload any document through their interface (NetDocuments, iManage, etc.).
NOTE: If you are not seeing an option to save emails, chances are these settings have not been enabled for your users. Please contact your Admin Users for assistance.
Outlook > Open the email you wish to save > Open LawToolBox plug-in > Matter Menu > Save Email
Saving to SharePoint
Once you have navigated to you Matter Menu and clicked "Save Email" you will be prompted to choose a folder to save the email to.
The last step is to save as an email, or to click the toggle to save the email as a PDF, then click "Save."
Once you have saved your email, click on "Documents" to open your SharePoint workspace for this matter to view the email in whichever folder you selected previously.
View the original email as an eml. or PDF and all attachments in SharePoint under "Documents":
Saving Email to MS Groups
Once you click "Save Email," your email will be saved to the matter internally within LawToolBox and the MS Group that is automatically created with every new matter.
To view your saved emails, click on "View Emails" within the matter menu to review your saved items.
Quick View in LawToolBox:
Additional Resources