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 new email.
If the add-in doesn’t show up there you can access it by clicking on the ellipses “...” in the upper right-hand corner of the email you are working on:
keep the Add-in open whenever you are in a message, you can “pin-it” to
your view by clicking on the pushpin icon in the Add-In.
To know more about the Outlook add-in and its possibilities take a look at this article: Outlook add-in
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 ...
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 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 ...
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 ...
Add-in Installation Guide
Add-in Installation Guide Matter365 transforms Office 365 into a matter-centric practice management service. To do this we have a couple of add-ins that need to be set up. One is to enable you to use our service in Outlook. The other will be ...