Using Outlook add-in when drafting an email
If you start drafting an email in your Outlook, you can use Thread for Email add-in to link that email to a file, include file documents as email attachments, or choose file contacts as recipients. Once you send the email, that email will automatically show in the file inbox, and replies to your email will come directly to the file inbox in Thread.
Only contacts with an existing email address in Thread can be added as recipients.1) When writing a new email, open the Thread for Email add-in from the top toolbar, and search for a file that you need to link this email to.If using Outlook on the web, choose the ellipsis for more options to open the add-in.Search for the file you want to link this email to.2) From the file selected, you can choose file contacts as recipients, file documents as attachments, and link (save) the email to the file.
When you toggle on to 'Save this email to Thread', the email will have a tracker code linking it to the file so that all replies to this email will come to the file inbox automatically. This email that you send will also show in the file inbox.
Use the pin icon to keep the add-in open for any new email.
To find out more about Outlook add-in functionalities, go to Thread For Email Outlook Add In.Related Articles
Thread For Email Outlook Add In
Thread Outlook Office Add-in is a web based add-in that can be instantly deployed by your Microsoft Global Administrator to all users within the company. There is no installation required on user devices. Any updates will be instantly applied. It is ...Navigating the Thread for Email Outlook add-in
When using Thread for Email Outlook add-in, find below guide to navigate the add-in functionalities a) Use the menu icon on the top left to access this guide, contact support, reload the add-in or sign out. b) In Email Detail view you will see at the ...Create a Thread Contact using Outlook add-in
You can easily create Thread contacts using the Thread for Email Outlook add-in. Open an email you received from the contact you wish to add to Thread. Click +Add next to this contact in the add-in. Enter any relevant details and click Add Contact at ...Create a new File in Thread using Outlook add-in
You can easily create a new file from your Outlook, using the Thread for Email Outlook add-in. Select any email, and open the add-in using the steps here. Click on Create new Matter. Enter the details for your new file. Choose the main client for ...Add Attachments to Contacts using Outlook add-in
When using the Thread for Email Outlook add-in, select an email in your Outlook that has the attachment you wish to add to a contact in Thread. Under your Contacts list, click the down arrow next to Attachments. Select the contact you wish to add ...