...
- Open Wise Owl Legal in your preferred browser.
- Click on the Tools and Settings Cog from the menu bar
- Click on the Outlook Helper link. This will start a download that will download the Outlook Helper as a setup.exe file
- Click on the downloaded setup.exe file to install the Outlook Helper and follow the prompts. You will need to restart your Outlook application.
- Once you have restarted Outlook, you should have an WOL Actions bar on the top right of your Outlook.
...
| Anchor | ||||
|---|---|---|---|---|
|
Matter Column
There are many columns that are available to see within Outlook that allow you to easily identify what has and hasn't been saved to the OWL and where it has been saved to.
To easily see what has and hasn't been saved in your email, we recommend that you add in a column to show the saved status.
To do this, you will need to ensure that your categories are turned on (Contact the HelpDesk for assistance with this) and then choose Other > Options > Add Matter Columnand then add in columns for the matter details that you would like displayed.
For more information on this, click here.
Defaults
Once you have logged in to the Outlook Helper, you are able to set save defaults by clicking on the Other tab > Options and then setting the Metadata defaults.
...