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Installing the Outlook Helper
Logging In
TroubleshootingOutlook Helper#Troubleshooting
Setting Up the Outlook Helper
Using the Outlook Helper
Saving Individual Emails
Saving Bulk Emails
Saving Attachments

 

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Install
Install
Installing the Outlook Helper

To install the Outlook Helper:

  1. Open Wise Owl Legal in your preferred browser.

  2. Click on the Tools and Settings Cog from the menu bar

     

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  3. Click on the Outlook Helper link. This will start a download that will download the Outlook Helper as a setup.exe file.

  4. Please ensure that Outlook is closed before you install the Outlook Helper.

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  5. Click on the downloaded setup.exe file to install the Outlook Helper and follow the prompts to install the Outlook Helper. 

  6. Open Outlook

  7. Once you have restarted Outlook, you should have an WOL Actions bar on the top right of your Outlook.

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You can now move on to the Logging in section.

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Select ‘Login’ from the pop up screen

  1. Enter in the database web address

  2. Select Set

  3. Enter in the Username and Password normally used to login to the 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.

Please close outlook and re-open it to ensure the settings have taken effect.Image Removed

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Troubleshooting
Troubleshooting
Troubleshooting

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If you cannot login to the Outlook Helper after completing the two sections above, please complete a Factory Reset on the Outlook Helper.

  1. Click on Other > Options from the Outlook Helper Actions bar

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  2. Click on Advanced Options at the top of the pop up and then choose Factory Reset.

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  3. This will reset your application back to the defaults.

  4. Close Outlook and re-open

  5. Check to see if you can now login

If this troubleshooting did not work for you, please send your logs and a brief description through to the HelpDesk for us to troubleshoot.Image Removed

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Setup
Setup
Setting Up

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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.Image Removed

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These will be used to pre-populate your save fields for each document. They can be edited at any time on individual documents or by changing the defaults.

You can set details for Emails IN and Emails OUT and you can also see further advanced options if needed.Image Removed

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Using
Using
Using the Outlook Helper

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From here, click on the Save to Owl button on the top right of the page.Image Removed

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This will open a pop up for you to set the details of the email. It's default Title will be the subject line of the email. This can be edited to reflect what you wish it to be called.

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See the section below about the Attachments.Image Removed

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You can view additional information by clicking on the View Details button and you can see the defaults that have populated through by clicking on the Edit Metadata button.

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Use the Control (Ctrl on keyboard) + Left Click on your mouse to select multiple emails at once. Image Removed

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Once you have selected the emails to save, click on the Save to WOL button on the top right of the screen.

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When you are finished entering these details, click on the Save X emails to WOL button.Image Removed

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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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-        Extract Attachments and Remove Original   This will save the attachments and not save the original email

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These options allow you the flexibility of different ways to upload documents/emails and their attachments if relevant. The customisation allows the user to save time and means they do not need to individually upload all attachments to an email.

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