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 matter, include matter documents as email attachments, or choose matter contacts as recipients. Once you send the email, that email will automatically show in the matter inbox, and replies to your email will come directly to the matter 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 matter 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. 2.) From the matter selected, you can choose matter contacts as recipients, link (save) the email to the matter, attach matter documents as email attachments.
When you toggle on to 'Save this email to Thread', the email will have a tracker code linking it to the matter so that all replies to this email will come to the matter inbox automatically. This email that you send will also show in the matter inbox.
Use the pin icon to keep the add-in open for any new email.