Navigating the Thread for Email Outlook add-in
The Thread for Email Outlook add-in helps users link their emails and attachments to Thread matters directly within Outlook to make it easier to manage and organize email correspondence and documents.
In Thread, click on My Mail tab, or open the Outlook desktop app on your device.
My Mail automatically routes you to a new page where your Outlook email will open.
My Mail automatically routes you to a new page where your Outlook email will open.
From here, select an email from your Inbox that you would like to add to a matter in Thread.
Once an email is selected, look for the Thread for Email Outlook Add-In icon or just click the Apps icon.
A pop up will appear showing all the add ins on your Outlook, click the “Thread for Email” icon.
You will be directed to log in with your Outlook email credentials, and then you will see the main Thread for Email window.
Use the menu icon on the top left to access this guide, contact support, reload the add-in or sign out.
In Email Detail view you will see a list of all Contacts found in the email, which will show if they are an existing contact in Thread or give you an option to add them as a contact.
If there are attachments on the email you opened, they will show under the Contact(s),
where you can click
to expand and add them to the contact, if needed.
where you can click
You will also find a search field where you can search for an existing Matter you want the email to be assigned to.
You can also Create a new Matter.
If you have an existing matter in Thread, where your Contact is the main client, you will see those matters listed below.
You can also Create a new Matter.
If you have an existing matter in Thread, where your Contact is the main client, you will see those matters listed below.
After you have selected the matter on which you want to add the email, you will see below options for this email. Choose from the dropdown options depending on your preferences.
You can choose whether you want the email assigned to a matter as;
Email only - email will go straight through Thread > Matter > Emails
Email and selected Attachments – email will go straight to Emails tab of the matter (Thread > Matter > Emails), while the selected attachment will show in the Documents tab of the matter (Thread > Matter > Documents).
Attachments only - attachments will be visible under Matter > Documents tab
You can choose whether you want the email assigned to a matter as;
Email only - email will go straight through Thread > Matter > Emails
Email and selected Attachments – email will go straight to Emails tab of the matter (Thread > Matter > Emails), while the selected attachment will show in the Documents tab of the matter (Thread > Matter > Documents).
Attachments only - attachments will be visible under Matter > Documents tab
To remove selection, choose X icon.
Use the arrows to collapse sections.
Notifications will show at the bottom when you have successfully completed an action.
When you choose an action (Create new Matter, Add Contact etc.), but wish to go back to the main screen of the add-in, just use the back arrow at the top left.
View our Privacy Policy at the bottom of the add-in.
Hold Ctrl on your keyboard and scroll up or down using your mouse to zoom in or out.
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