Importing Emails to a Matter Inbox

Importing Emails to a Matter Inbox

You may have had correspondence with a client or other people involved in a matter through your Outlook email account.If so, you can easily import these emails to the matter inbox on Thread.  


1.Click on Matters in the left pane of your Thread page and go to the desired matter.   

2. Select the Emails tab on the top pane. 

3. Click the Import button on top to import emails to the matter inbox in Thread. 

A screenshot of a mail Description automatically generated 

4. A pop-up window will appear with the Outlook account you are using with Thread.  

5. Select the email(s) you wish to import to the matter and click Import. 



 

InfoYou may need to scroll down to locate the Import button. 

You can now view the imported emails in the matter’s email inbox.  

You can also import an email directly to a folder you have created.  

 

IdeaTo find out more about matter emails, go to  Matter Emails - Overview. 

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