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The Outlook Helper works with the Documents Module in Wise Owl Legal and can be installed and setup by the Wise Owl Legal HelpDesk at your request.
Please click the links below to take you to the relevant section.
Installing the Outlook Helper
Logging In
Setting Up the Outlook Helper
Using the Outlook Helper
Saving Individual Emails
Saving Bulk Emails
Saving Attachments
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Once your Owl Outlook Helper has been installed, you will need to login to your database.
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Once this is successful, it will close down the login pop up and update the ‘Current Username’ as who you are logged in as.
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Matter Column
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.
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You can set details for Emails IN and Emails OUT and you can also see further advanced options if needed.
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There are two ways in which to use the outlook helper. The first is to save individual emails to the Owl and the second is to save bulk emails to the Owl.
Before you start saving, we recommend you set up defaults for saving your emails as above.
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You can save individual emails from the root of Outlook (i.e. inbox) or from an open individual email.
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After your email is saved, it will display a Peach coloured bar across the top saying 'Saved to WOL'. This colour is changeable in the settings.
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Saving of bulk emails is very similar to saving individual emails as above.
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After your email is saved, it will display a Peach coloured bar across the top saying 'Saved to WOL'. This colour is changeable in the settings.
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As with documents uploaded through the Wise Owl Legal Document Module, you have several options when saving attachments.
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