Matter Columns & Categories in Outlook Helper

To add in the Matter Column (or other columns relating to your saved document)

The short way to add in the WOL Matter column is to click on the drop down of Other on the WOL Actions bar and then choose 'Add Matter Column'.

For other columns relations to your document, see the individual steps below.

1. Right click on the headings in your Outlook program (e.g. From, Subject, Received etc)
   
   

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2. From the drop down choose View Settings
   
   

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3. From the pop up, click on Columns. This will take you to page that allows you to customise your columns.
   
   

    

4. Click on the drop down with the current value of 'Frequently-used fields' and choose 'User-defined fields in inbox'
   
   

    

5. This will change your available columns to only show the heading related to your saved OWL documents. Choose WOL Matter and then select the Add button.
   Press OK and then OK again to save and get out of the Columns.
   
   

    

6. You should now have a WOL Matter Column available in your headings bar that will display the matter that the email is saved to once it is saved.
   
   
   

To turn on Categories in Outlook

The Categories within Outlook offer a quick way to be able to see what has and hasn't been saved to the OWL by showing a colour against any emails that have been saved.

1. Repeat the above steps to get into the Columns. 

2. Select All Document Fields and then Category. 

3. Add Category into your columns and repeat the OK and OK to get out of the Columns detail.