---
title: "New: Email Smart-File + Multi-Select"
slug: "new-email-smart-file-multi-select"
updated: 2025-08-05T22:40:47Z
published: 2025-08-05T22:40:47Z
canonical: "help.lexworkplace.com/new-email-smart-file-multi-select"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lexworkplace.com/llms.txt
> Use this file to discover all available pages before exploring further.

# New: Email Smart-File + Multi-Select

> [!NOTE]
> LexWorkplace Release
> 
> August 4, 2025

## In This Release

- Introducing LexWorkplace for Outlook (new add-in)
- Email Smart-File (Learning/Automation)
- Email Multi-Select

We’re excited to announce a major update to LexWorkplace’s Email Management capabilities, all within an all-new add-in for Microsoft Outlook!

*Email Smart-File* and *Email Multi-Select* are two discreet but related new features in LexWorkplace, described below.

### Introducing LexWorkplace for Outlook (new add-in)

The new email management functionality described here is only available in our latest Outlook add-in, called *LexWorkplace for Outlook*, which is available from the Microsoft Office Store.

- [Get LexWorkplace for Outlook](https://appsource.microsoft.com/en-us/product/office/WA200008948)

> [!WARNING]
> Microsoft 365 Only
> 
> LexWorkplace for Outlook, and *all future Outlook add-ins* will **only** work with Outlook via a Microsoft 365 subscription. LexWorkplace for Outlook, including future updates, will not work with on-premise Exchange or non-Microsoft-365 hosted Exchange.

- See: [More information on Outlook Addin Versions](/v1/docs/outlook-addin-versions-reference)

> [!CAUTION]
> Administrator Setup Required
> 
> Important: The LexWorkplace for Outlook add-in will not function until your Microsoft 365 Administrator has completed the following steps

Starting with this version of LexWorkplace for Outlook, **your Microsoft 365 Administrator will need to perform a simple but important action** before the Outlook add-in will work in your M365 organization. Users in your firm will not see or be able to use LexWorkplace within their Outlook until this action is performed.

- See: [LexWorkplace for Outlook M365 Administrator Setup](/v1/docs/lexworkplace-for-outlook-m365-administrator-setup)

---

## Email Multi-Select

In previous versions of the Outlook add-in for LexWorkplace, saving an Email to a Matter had to be done one email at a time. This was, at the time, due to restrictions within the Microsoft Outlook application.

With the new LexWorkplace for Outlook, you can select multiple emails (up to 100), then file them all to a matter in just a few clicks. Simply:

1. Select multiple emails in Outlook (using the Shift and Control keys, in most versions of Outlook)
2. Click *Add to LexWorkplace*, and the LexWorkplace for Outlook side-bar will open

![Outlook inbox displaying emails related to LexWorkplace and recent uploads.](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/3-lxw-for-outlook-upload-success.png)

From here you can:

- A. Navigate to the desired Matter/folder, then click *Save Here* to save all selected emails to that location
- B. Click *Smart-File* to automatically save each selected email to their associated Matter (more on this below)
- C. Cancel (close sidebar)

---

## Email Smart-File

The biggest update in this latest version of LexWorkplace for Outlook is the ability to **Smart-File** one or multiple emails.

- LexWorkplace can now *learn what senders you associate to which Matter* as you save emails to Matters.
- When you select one or more emails in the LexWorkplace Outlook addin side-bar, you’ll notice a new toggle option: *Update Smart-File Association*.

When you enable this toggle (which is off/disabled by default), **LexWorkplace will remember that the selected sender(s) (email addresses) are associated with the selected Matter.**

![Outlook email interface displaying various messages and associated actions for organization.](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/2-lxw-for-outlook-pre-upload(1).png)

Using this toggle in LexWorkplace for Outlook will build a memory of email-address-to-matter associations, similar to the table below.

| Email Address (Sender) |  | Associated Matter |
| --- | --- | --- |
| john.smith@abcfoods.com | → | ABC Foods vs. Corons |
| alison.anderson@xyzcorp.com | → | XYZ Entity Formation |
| bill.reginald@xyzcorp.com | → | XYZ Contract Dispute |

Going forward, you can *automatically save future emails from this sender to the associated matter* in one click, without having to browse to and find the matter.

Read the entire How-To guide on LexWorkplace Email Smart-File for more information.

- See: [Email Smart File](/v1/docs/email-smart-file) (Full How-To)

---

## Additional Resources

Check out our other KB articles and How-To’s on Email Management functionality in LexWorkplace.

- [Outlook Addin Versions](/v1/docs/outlook-addin-versions-reference) (Reference)
- [LexWorkplace for Outlook M365 Administrator Setup](/v1/docs/lexworkplace-for-outlook-m365-administrator-setup)

---