Applies To
LexWorkplace Starter, Core, Advanced
Overview
LexWorkplace's Email Management feature makes it easy to save, organize, and search emails directly within your document management system.
When you save emails to a matter in LexWorkplace, they are:
Centralized - Are accessible to anyone with permission to that matter
Searchable - Appear in global and matter-specific searches
Preview-able - Can be viewed in full-text preview directly within LexWorkplace
Getting the LexWorkplace Outlook Add-In
To start managing emails with LexWorkplace, install the LexWorkplace for Outlook add-in:
Download the add-in: Setting Up the LexWorkplace Outlook Add-in
Follow our Getting Started Guide for full LexWorkplace installation instructions
Once installed, the LexWorkplace add-in integrates directly into Microsoft Outlook.
Accessing the add-in in New Outlook
Opening the Add-In
Open Outlook.
Select an email.
Click the “Apps” button on the top right corner of the email.
.png)
Select the LexWorkplace Add-in App.
.png)
Sign In
Sign in with your LexWorkplace credentials. You’ll only need to sign in once per device.
.png)
Accessing the Add-in in Old Outlook
Opening the Add-In
Open Outlook.
Select an email.
Click the “Add to LexWorkplace” icon in the Outlook ribbon.
.png)
Sign In.
Sign in with your LexWorkplace credentials. You’ll only need to sign in once per device.
.png)
Key Features
Save Email to a Matter
Select an email.
Choose Add to LexWorkplace. (Shown above depending on your version of outlook.)
Select the matter where you want to save the email.
.png)
TIP: Filter Matters
Use the filter field to easily find the matter you would like to add the email to.
Either select the subfolder you would like to choose or click “Save Here” to save it to the root directory of the matter.
.png)
TIP: Folder organization
You can create as many folders you want inside the email tab for the matter you are adding emails to. This can help with organization and cleanup!
The email will be saved to that matter’s Emails section.
.png)
Drafting Emails: Attach From LexWorkplace
When composing a new email, click Attach from LexWorkplace.
.png)
Select the matter you would like to attach a document from.
.png)
Once inside the matter, select either the main level document or subfolder and select the document to attach.
.png)
The document will then be attached to the email, ready to be sent!
.png)
TIP: Multiple documents
You can attach multiple documents, from multiple different matters or even from private or public firm documents!
Additional Information
LexWorkplace de-duplicates emails automatically. Duplicates are detected using a checksum (not just by subject line), ensuring only one copy is saved.
Once saved to LexWorkplace, emails can be organized into folders, moved between folders, and renamed (just like documents).
.png)
A label "Added to LexWorkplace" will appear on the email within Outlook, providing a clear visual indicator that the email has been saved.
It will display inside the email itself:
.png)
As well as in the preview line:
.png)
TIP: Added to LexWorkplace Category
You can click on the created category to search your outlook for all emails that have been added to LexWorkplace via the Add-in.
Using the Outlook add-in, LexWorkplace makes it easy to keep all important emails organized and accessible in one place.