How to install the Outlook add-in?
If you are an Office365 Administrator and you want to deploy the Matter365 add-in for all users check out this article: Add-in installation guide
If your Office365 Administrator already deployed the Outlook add-in you can add it to your Outlook by clicking on “Get Add-ins", go to the Admin-managed section and select the Matter365 add-in.
How to use the Outlook add-in?
In the desktop version of Outlook, the add-in can be accessed through the Quick Access Toolbar. For the add-in to show up you must select an email: In Outlook online, you can access the add-in while reading any of your emails, or while drafting a ...
How do I add an event to a Matter’s Calendar?
Each Matter has its own email address. You can view the email address in the Matter’s Dashboard in the “Matter Details” Tile. Clicking on the email will copy it to your clipboard. When you want to add an event to a Matter’s Calendar, you create ...
A significant portion of a lawyer’s time will be spent on email correspondence. In order to make tracking of that time more efficient, and to help manage attachments from emails and existing Matter files, we created the Matter365 add-in for Outlook. ...
How do I add clients and related Contact to Matters?
To add clients or related Contacts to Matters, when on the Matter’s Dashboard, click on Settings -> Edit Once you are on the Settings page click “Edit” in the Contacts section. Edit Matter Contacts window will pop up. Click on the “Add ...
Outlook training videos
Main Outlook training page Quick start Add an email account Create and send email Manage calendar and contacts Collaborate Set up your mobile apps Learn more Set up and customize What is Outlook? Add an Outlook.com or Office 365 account Set up Gmail ...