Save Email to Matter via CC/BCC
planned
LexWorkplace Product Team
Functionality where users can click to generate an email address for any given matter, thereby "mail-enabling" that matter. Example: matterabc-2838281990@lexworkplace.com.
Emails sent to this address will be automatically saved and filed within that matter. This presents two new sets of functionality (use cases).
SAVE OUTBOUND EMAILS
Currently, the only way to save outbound/outgoing emails to a matter is to browse to your Sent Items (after the email has been sent), click the email, then use the LexWorkplace add-in to save the email to a matter. In this new functionality, users can simply add the matter's unique email address to the CC (or BCC) field of an email.
SEMI-AUTOMATIC EMAIL FILING
By adding a matter's email address to the CC field of an email, that email will be automatically saved and filed to the appropriate matter in LexWorkplace. What's more, as other parties (including outside parties) reply to the email, future replies and messages in the email conversation will thereby be automatically saved to a matter.
V
Valerie Pike
I would like to see this functionality. I would like to see the system recognize responses to an email and save them as a replacement to the original email chain so there aren't ten emails when two people email back and forth on the same chain.
LexWorkplace Product Team
planned
LexWorkplace Product Team
Merged in a post:
One-click copying for sent emails
J
Jared Sutton
Sent emails need to be copied to case files too. It would be helpful to have an add-in for outlook in which you can select a LexWorkplace email folder where the sent email will automatically be copied, rather than having to select it from the sent items folder as an additional step, after the email is sent.
LexWorkplace Product Team
Hi Jared. This is definitely on our roadmap. I'm going to merge this feature request with the existing one. Thank you!