In this article:

Features when browsing/reading email

Features when composing or replying to an email

Installation & 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, 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 to any email that you send.

Note - Click here to know more about the LawVu add-in for Outlook v2.0

Requirements

The LawVu add-on for Outlook is available for:

  • Outlook build Version 2102 (updated Februrary 2021) is required as a minimum

  • Outlook 2016 on Windows (Limited support*)

  • Outlook 2016 on Mac (Limited support*)

  • Exchange 2013 on-premises and later versions (Limited support)

  • Office365 recommended

  • Outlook on iOS,

  • Outlook on Android,

  • Outlook on the web in Office 365 and Outlook.com.

*Outlook 2016 has reached the end of mainstream support on October 13th 2020. The underlying API technologies have limited support for downloads. If you are using Outlook 2016 or older we recommend that you upgrade to have a much better experience.

*Office365 is fully supported following the update cycle defined by Microsoft under the Semi-Annual Enterprise Channel for organizations.

For more details on the versions of your Office and troubleshooting Outlook, please click here.


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 on the list of matters, you can search for it. The list will update 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 won't be split 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.

Note - The Outlook add-in does not support multi-lookup and person type fields.


Save in LawVu as

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 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.

  2. Save attachments only
    Any attachments on the selected email will be saved into the Files section of the selected matter


Features when composing or replying to an email

Get files from LawVu

When composing a new email in Outlook, 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

When writing new emails, this option enables you to send the email to your recipient while simultaneously saving it to a specific matter.

Having the email that you just wrote open, go to the Save in LawVu option in the ribbon and select the matter you want this email saved under.

Upon clicking Send, the email will be sent to your recipient and at the same time it will be saved in LawVu as a .msg file, in the Files tab section of the matter. Any attachments will be embedded in the saved file.



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

Compatibility

The LawVu add-in for Outlook is available for Outlook 2019 or later on Windows and Mac, Outlook on the web for Exchange 2019 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'. To install the add-in on the desktop version of Outlook, click on 'Get Add-ins' on the ribbon, search for 'LawVu' in the store and click on 'Add'.
Once the add-in is installed, we recommend restarting Outlook.

To install the add-in on the web version of Outlook, open one of your emails and click on the ellipsis on the top-right to see more options. Click on 'Get Add-ins' and repeat the same steps as above.

Once the add-in is installed, we recommend refreshing the Outlook web page.

Note - Installing the add-in on the desktop version automatically adds it to the web version of Outlook and vice versa.


Troubleshooting

Outlook can be configured in 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. Check our Troubleshooting article to get started.


Drag and Drop

Looking for the ability to Drag and Drop emails from Outlook on your PC or Mac to LawVu? Please read this article.

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