Objectives
- Log Emails as Notes in Matters and Contracts
Steps
In LEXZUR you can keep a record of email threads between you and other users or any received emails as a note inside matters or contracts.
From your Outlook account, select the email you want to archive, then using Lexzur Connect for Outlook, select Note.
To log the email as a note you must first specify the type, matter, or contract, The matter/contract name.
You will be able to include the whole email or select part of it, and add the previous conversation if this email is a thread, where you can add the thread content from the beginning of the conversation till this email along with their attachments.
In addition, you can log time entries along with creating a new matter note, and you can include the Email attachments or include the email as an attachment.
Once done, the note will be created and added under the selected Matter/Contract in the system.
And it could also be accessible from the Emails page under Archive
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
