In this article:

  • Overview
  • Requirements
  • Requirements for shared mailbox support

Features when browsing / reading email

  • Quick File to a Matter
  • New Matter / New Matter from email
  • New Message / New Message from email

Features when composing or replying to an email

  • Get files from LawVu
  • Save in LawVu

Installation & troubleshooting

  • Installation instructions
  • Troubleshooting

Overview

The LawVu Outlook add-in is designed for people who predominately work in Microsoft Outlook and want to be able to send data back and forth to LawVu.


With the LawVu Outlook add-in you can quickly and easily create new matters and conversations and, optionally, include the content of your email. You can 'Quick file' emails into LawVu with just 2 clicks. You can also retrieve files from LawVu and include them as attachments on any email that you send.

Requirements

Outlook 2013 or later on Windows, Outlook 2016 or later on Mac, Outlook on the web for Exchange 2013 on-premises and later versions, Outlook on iOS, Outlook on Android, and Outlook on the web in Office 365 and Outlook.com.

Features when browsing / reading email

Quick file to a Matter

With Outlook focused on the email that you want to file in LawVu, click the 'Quick file to Matter' button. 

A small window will open to the side with a list of the most recent matters you've been working on. If the matter that you want to file the email against is in that list, all you need to do is click on it.
If the matter you want to file against isn't in the list of matters then you can search for it. The list will updates as you type.

Below is how the email will appear in LawVu once it has been filed.
NOTE: Any attachments on the email will be saved INSIDE the .msg file - they wont be split out into LawVu as yet. To access these attachments again you will need to download the message and open it on your mail program.


New Matter / New Matter from Email

Often you'll be reading an email and want to quickly create a matter. To do this just click either the 'New Matter' or 'New Matter from Email' buttons. 

A side window will open with the various fields required for creating new matters in LawVu. If you complete these, the matter will be created inside LawVu and you'll be assigned as the Matter Owner (you can change this later in LawVu if you need to).

If you choose the 'New Matter from Email' button, then the email subject will automatically be used as the Matter name, and the email body will be included in the Matter objectives.

The matter will be created in LawVu with the name you've supplied above. 

If you've chosen the 'New Matter from Email' option then the Matter will be named as whatever the email subject was, any attachments on the email will be saved into the 'files' section and the email content will be saved into the 'Objectives' field of the matter.


New Message / New Message from Email

Inside the LawVu application you can create quick and simple 'Conversations'. Conversations use a simplified chat style interface and are a great way to send messages to other people working on a matter.

Click either the 'New Message' or 'New Message from Email' button. A dialog window will open where you can select a matter within LawVu and then select or create a new conversation in LawVu.

Capturing your conversations in LawVu is great for a system of record and means that, at anytime, you can jump into LawVu and see your entire conversation history.



Features when composing or replying to an email

Get files from LawVu

Use this feature to quickly browse through Matters in LawVu to find files that have been uploaded to them. Once you find a file, click on it to send it from LawVu onto your email as an attachment.

Save in LawVu

Save in LawVu lets you save the currently selected email into LawVu in a few different forms. Start by selecting the matter that you want to save the email against - then choose how you want to save it.

  1. Save as a message
    This will create a new 'Conversation' within LawVu on the selected matter. The email subject will become the conversation name and the email message will become the first message in the conversation. Any attachments will be saved and presented in the conversation.
    When you 'Save as a message' you can optionally choose who you would like to receive a notification about the message.
  2. Save as a file
    The email will be saved as a '.msg' file in the Files section for the selected matter. Any attachments on this email will be embedded in the saved file - not saved separately in the files section of LawVu.
  3. Save attachments only
    Any attachments on the selected email will be saved into the Files section of the selected matter



Installation instructions - how to install the LawVu add-on for Outlook.

Compatibility

The LawVu add-on for Outlook is available for Outlook 2013 or later on Windows, Outlook 2016 or later on Mac, Outlook on the web for Exchange 2013 on-premises and later versions, Outlook on iOS, Outlook on Android, and Outlook on the web in Office 365 and Outlook.com.

Installation options.

You should install the Outlook Add-in from the 'Store'.
Once installed, we recommend restarting Outlook.


Troubleshooting

Outlook can be configured numerous ways and corporate IT teams can configure networks in numerous ways - all of these can contribute to issues with Outlook Add-ins. If you are experiencing issues please work through the steps in the following article and then contact LawVu Support.
http://help.lawvu.com/en/articles/3323524-troubleshooting-the-outlook-add-in

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