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The LawVu Gmail add-on is designed for people who use Gmail and want to be able to save their email data into LawVu.

With the LawVu Gmail add-on, you can quickly and easily create new matters or contracts from your emails. You can also track email chains by automatically saving them into the Files Tab of your matters or contracts

The tracking option enables you to save email threads as Files in the Files Tab of existing or new matters/contracts.

A tracked email thread can only be saved into the Files Tab of a single matter. Tracking can be turned off and reinstated as required. As the email thread is saved into LawVu, every reply you make is saved as the current version of the file.

To turn thread tracking on, select an email and click Track thread against Matter/Contract option. The first time you do this, you will have to grant permission for the LawVu add-on to read labels and start tracking.

You will see a list of your most recent matters and will also have the option to search for matters or create a new matter. Simply select the matter you want to save/track the emails to.

Once a matter is selected, you can select a specific folder within a matter in which you want the email to be saved and then click Finish.

The below confirmation message will be displayed, and the email thread will now continue to automatically update with each new entry into the Files Tab of this matter.

A label will update on the thread indicating that it is being tracked along with the matter name and LawVu ID. If you wish to discontinue tracking, simply click the Untrack thread from Matter option. Once you turn the tracking off, no new replies will be saved in LawVu.

You can create matters or contracts directly from the LawVu Gmail add-on.

Select the desired email, open the LawVu add-on from the toolbar on the right, and click Add New.

To create a new matter, choose the relevant 'Matter Type' and then press Next.

Enter a name for the matter (LawVu will use the email subject by default, but you can change this if you wish). Once all the required matter fields are filled in, you can click Next to choose whether you want to track the thread or save the email within the Files tab of the matter. Click here to know more about restrictions on LawVu fields from the Gmail add-on.

To create a contract follow the same process as above starting by going to "New Contract".

Please note that in order to be able to create new contracts your email must have an attachment.

Select the Contract File, fill in the Contract Group & Type, give it a new name (or keep the suggested one), and decide whether you want to track the thread, save the email as a file or the email attachment to Contract files. Click FINISH to complete the contract creation process.

During the matter or contract creation process, you should also be able to do Team assignments if your Org Admin has set the mandatory manual Team assignment process during the matter or contract creation.

You can save the currently selected email into LawVu in a few different ways. Another way is to use the Save in LawVu as option, which also allows you to either track the email thread or save the email as file to a specific matter or contract.

By using the Quick File to Matter feature, you can save an email to a matter in just a few clicks, making the process quicker and more efficient.

All you need to do is click on Quick File to Matter, choose the relevant matter, and the email will be promptly saved to the appropriate Matter files.

It is important to note that due to restrictions within Gmail, we cannot include all of the custom fields that you might have associated with those matter types. Gmail maintains very tight parameters regarding the type of fields that can be utilized.

In particular, they do not permit the use of our Lookup, Multi-lookup field, or the Person Selector field.

If you use these fields in your matter or contract create forms, and you wish to enable matter and contract creation via the Gmail add-in, your LawVu Administrator will need to ensure that these field types are not required fields.

If the data contained in these field types is essential, the matter/contract must first be created via the add-in, then those fields will need to be back-filled within LawVu.

Check out the Installation guide here

Once the add-on has been installed it will appear in the sidebar of Gmail - just click on it to open it up.