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Once you are happy with your entries, select the Save to WOL button.
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.
Saving Bulk Emails
Saving of bulk emails is very similar to saving individual emails as above.
The main difference is when selecting emails, it will be done from the main email interface and the selected emails must all relate to one matter.
Use the Control (Ctrl on keyboard) + Left Click on your mouse to select multiple emails at once.
Once you have selected the emails to save, click on the Save to WOL button on the top right of the screen.
Set the Matter for all the matters, set the keywords and attachment options.
You can view the default save information by click on the three dots to the right of the emails
When you are finished entering these details, click on the Save X emails to WOL button.
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.
Attachments
As with documents uploaded through the Wise Owl Legal Document Module, you have several options when saving attachments.
- Do not extract Attachments This will save the email with the documents attached to it but they will not be saved in to WOL separately.
- Extract Attachments and Keep Original This will save both the attachments and the email separately
- Extract Attachments and Remove Original This will save the attachments and not save the original email
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.