Sending an Email Using the Outlook Add-In

Modified on Mon, 17 Feb at 3:33 PM

When composing emails while using the Outlook add-in, you can "pull" information from Actionstep to help in the process. For example, you can use your email templates, pull contact information and use it in addressing the email, and attach documents saved in the matter to the email message.

NOTE: These other articles cover some other tasks you can perform using the Outlook add-in:
• Working with the Outlook Add-In Toolbar
• Saving Emails to a Matter Using the Outlook Add-In
• Renaming an Email Using the Outlook Add-In
• Performing Key Tasks in Actionstep Using the Outlook Add-In

To access information from Actionstep while composing an email:

Create an email message in Outlook.
If it's not displayed, click Open Actionstep on the Home tab of the Outlook window to view the Actionstep pane.
In the Assign to matter field, search for and select the matter you're working with.

Perform any of the following tasks:

To add a recipient from a matter to the email's To field	Click the envelope icon in the top-left corner of the add-in and choose Add Recipients. The Add Recipients form appears. In the list of recipients that is shown, select the person you want to send the email to. You can also use the Search contacts field to find and add to the recipient list. The email address is added to the To field in the email message.
To use a template to format the message TIP: To learn more about email templates, see Creating an Email Template.	Click the envelope icon in the top-left corner of the add-in and choose Use a template. A list of templates is shown in the add-in. Select which email template you want to use. The text of the template is added to the email message.
To attach documents from the matter to the email NOTE: Outlook limits the size of file you can upload. Specifically, if you are using Outlook for Windows (also known as New Outlook) or Outlook Online, that file limit is 15 MB. If you are using the desktop version of Outlook, the limit is 5 MB.	Click the envelope icon in the top-left corner of the add-in and choose Add Attachments. A list of documents associated with the matter is displayed. Some of these documents may be located in a folder, which you can click to expand. Select the document you want to attach and click Attach File. The document is added to the email.

Complete any other tasks associated with the email message and send it.

The email is sent and listed on the matter's Comms > Sent page.