Filing Your Emails

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What method do you use to file e-mails into TrialWorks?
Are you using the TrialWorks Add-In?
Customize your Add-In to make filing emails even easier.
Here’s how!
The TrialWorks Add-In for Outlook is designed to move matter related e-mails into a client file.
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Double Click to open the email.
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Notice the Add-In options at the top of the mail.
The Add-In looks at the domain (trialworks.com) of the sender and tries to match it to an existing e-mail address in the database. You may have noticed, the Add-In will try to guess what Case the e-mail should be filed in based off the sender.
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Use the drop-down to select the Case Name and Category to file the email.
We recommend the use of Categories to easily filter or search for an e-mail using additional criteria. For example, if you’re corresponding with an Adjuster in an effort to settle the case, you may want to use a category such as “Negotiations”. This would allow you to filter the email and view only Negotiation emails.
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When ready, click the ‘File to TrialWorks’ button.
Wish there was an easier way than opening each email before you file?
Customize your TrialWorks Add-In!
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Click on the ‘TRIALWORKS’ Tab in Outlook then click on ‘Options.’
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Use the checkbox to select ‘Enable filing from Reading Pane.’
You will be prompted to restart Outlook for the changes to take effect.

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You also have the option to turn on ‘Auto Filling.’ This feature will automatically file an e-mail based on the sender or recipients email address. TrialWorks will prompt you before it files the e-mail.

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To file an email from the preview panel, notice the Add-In options available in the top right section of the preview panel.
Looking for another method of filing e-mails?
Use the Right-Click Menu!

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Right Click on the email, or group of emails you wish to File. On the bottom of the Right Click Menu, click on ‘TrialWorks,’ and select ‘File Selected E-mails.’

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A pop-up will appear with the Tag E-mail Options, enter the Case Name, Category, and click ‘File to TrialWorks’ as you would in the above methods.
If your e-mail doesn’t immediately appear on the E-Mail Tab of TrialWorks, please allow a few minutes, Outlook will attempt 3 retries, every 2 minutes before moving the e-mail to the ‘Unable to File’ folder found in Outlook.
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