Wise Owl Legal integrates with Microsoft Outlook to give you the Outlook Helper.
This allows the user to save emails directly from Outlook into Wise Owl to give a clear and concise trail of communication.
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.
Logging in
Once your Owl Outlook Helper has been installed, you will need to login to your database.
To do this, from the Helper, choose Other > Options
Select ‘Login’ from the pop up screen
- Enter in the database web address
- Select Set
- Enter in the Username and Password normally used to login to the database
Once this is successful, it will close down the login pop up and update the ‘Current Username’ as who you are logged in as.
Using the Outlook Helper
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.
Setting Defaults
Saving Individual Emails
Saving Bulk Emails
Attachments