Importing Emails to Matter Emails

Importing Emails to Matter Emails

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 onMattersin 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 topto import emails to the matter inbox in Thread. 


A screenshot of a mail

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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, or to Sent Items and subfolders if choosing from sent items in your Outlook.  



 


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

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