It's very common to want to drag emails or attachments directly from Outlook into LawVu.
Unfortunately, whilst this can work intermittently, it is not a formally supported feature by Microsoft.
This means you may experience inconsistent results when using drag-and-drop, and we will be unable to assist with resolving any issues that arise from this functionality.
Microsoft Limitation
Unfortunately, Microsoft Outlook has a built-in limitation, and Microsoft themselves do not formally support drag and drop from Outlook directly into a Web application like Salesforce or LawVu.
We recommend you to use the Outlook add-in to move multiple emails to LawVu in a few simple steps:
To select the emails you want to save, just hold down the Shift key and click on the last email in the series - then click on the Save icon against the matter for the quickest way to save the emails.
If they're arranged non-consecutively, you can select them by using the Ctrl/Command key:
Click on the first email you want to select.
Hold down the Ctrl key (Windows) or Command key (Mac).
While holding the key, click on each additional email you want to include in your selection.
Release the Ctrl/Command key when you're done selecting.
Hover over the desired matter/contract.
Click the Quick Save icon.
If you still plan on using drag and drop, here's how you can do it:
Option 1 - drag and drop via a two-step process
Drag the file/email onto the desktop and then pick it up from there and drag it into LawVu (or any other web application).
Option 2 - use a third-party drag-and-drop tool to "automate" the two-step process invisibly for your users, providing drag-and-drop in one step.
The good news is that there are affordable options that you can install to give Outlook the functionality that will allow you to drag emails or files directly from Outlook into LawVu.
Option 1: "Dragdrop": https://www.dragdrop.com/
Option 2: "Outlook2Web": https://outlook2web.com/
Once you've installed one of these options, you'll be able to drag and drop directly to LawVu from Outlook.
Please note that these solutions are available online and are not formally endorsed, supported, or promoted by LawVu as official add-ons or plug-ins.
Will Microsoft formally support drag and drop from Outlook to web-based applications?
From Microsoft's standpoint, there are various articles, forum postings, and rumours online that Microsoft will build this feature for Outlook, but it, unfortunately, has not yet been formally added. Click here to read more from third-party sources.