Adding a Folio Number and Application Service to your Outlook View

You can modify your Outlook emails view so that, when activated, it shows the LawMaster folio identification number and the LawMaster server that the email is connected to. This is helpful to prevent duplicate folios or to easily check that a folio item has been added to LawMaster. 

System Administrators 

1. In LawMaster, check the Email Property-Folio Sync checkbox:
   1. Go to Parameters > Set Parameters > Miscellaneous > Outlook Integration. 
   2. In the Integrate section, check the Email Property-Folio Sync checkbox

Users 

1. In Outlook, drag and drop an email from your Inbox to the Folios tab of a LawMaster matter.
2. In your Outlook Inbox, find the column header section. You may have to change your Outlook view or expand the emails window for the columns to appear:
   
   
   
3. Right-click on the column header section and select Field Chooser:
   
   
   
4. Choose User-defined fields in Inbox from the drop-down menu:
   
   
   
5. Drag both the LM Application Service and LM Folio No columns onto the column header section in your Outlook Inbox:
   
   
   
6. Your column headers will now appear in your Outlook inbox.
   
   

There are two methods to synchronise email folio properties in Outlook: 

• Auto-sync: runs in the background at nominated intervals. By default, this is every 20 minutes.
• Manual sync: allows the user to synchronise emails within a selected folder and nominated date range.

Note: While the auto-sync process runs in the background for a set period of time, a manual Sync Emails button is provided on the LawMaster Ribbon:

Saving any emails to LawMaster via drag and drop and the Floating File Note will update custom email properties immediately.

The New Email, New LawMaster Email, Reply, Reply All, and Forward functions require synchronisation before custom email properties will be updated.