Setting up or checking your Email Capture settings - folder selection
MM’s Email Capture function assists users in significantly reducing the amount of time and effort required to automatically save email communications to and from your clients regarding the Matter into the client’s Matter. MM allows you to specify which Outlook folders to search for the emails relevant to your clients in the Email Capture process.
The Email Capture function uses the Matter ID number in the email subject line to identify the relevant Matter and save it to the appropriate folders.
To set or check which folders you have set up for the Email Capture function, go to Tools and select User Setup Guide.
Select Email Capture and go to Folder Selection in the pop-up window. Press the plus sign to the left of the email and tick or check that the Inbox or other designated folder has a green tick. Do the same process with the Sent Items folder.
If you would like to read more about the Email Capture function, including how to match emails to a client matter manually, please read the following articles
Understanding Email Capture FAQs
How to Set Up Auto Email Capture