Copying emails and attachments to Legal Tracker

You can copy emails and attachments to Legal Tracker without leaving Outlook using the Tracker for Outlook add-in.
  1. In Outlook, select the email you want to copy or that has the attachment you want to send to Legal Tracker.
  2. Select
    Home
    in your Outlook ribbon, and then
    Legal Tracker
    . You may need to sign in.
  3. From the Legal Tracker add-in, and select
    Copy to Tracker
    . The selected email name and any attachments are listed in the add-in pane.
  4. Review the default document settings and make changes as needed.
  5. Next go to
    Select Matter
    .
  6. Select the location, and then
    Save to Tracker
    .