Renaming an Email Using the Outlook Add-In

You can rename an email's subject you've copied to a matter. Renaming does not affect the original email in Outlook—it only changes the copy of the email in Actionstep. 

There are a few different places you can complete the rename:

• In the Actionstep panel in your Outlook client.
• On the Matter View page for the matter you've saved the email to. 

To change the email subject line in Outlook:

1. Open Outlook and click the Home tab.
2. In the list of messages, select the email whose subject line you want to rename. (Select an email that has already been added to a matter.) 
3. If it's not visible, click Open Actionstep to display the Actionstep pane.
4. Click the edit (or pencil) icon. The Rename Email window appears.
   
5. Enter a new Email name. 
6. Click Rename to save the change. 
   NOTE:  You can also click the email icon and use the Rename option.
   

To change the email subject line in Actionstep:

1. In Actionstep, view the matter associated with the email you want to rename. (See Editing a Matter for help.)
2. Click the View menu icon. The Matter View page appears.
3. Select the email in the list of files.
4. Right-click on the file and choose Rename from the list of options.The Rename window appears.
   TIP:  You can also select the email in the list and then click Rename above the document in the preview pane. (You may need to click More to view this option.)
   
5. Enter the New name.
6. Click Save to save your changes. The email in the list is updated.