Use the Outlook Add-In to Tag An Email to a Matter

The Outlook Add-In allows you to tag an Outlook email to a matter.

Tag an Email from Outlook 365 (Desktop)

To tag an email to a matter from Outlook 365 desktop app:

1. Single-click an email to select it.
2. In the upper right corner of the app, click the CosmoLex icon.
    

   

On the far right of your screen, the CosmoLex Outlook Add-in panel opens.

If you are not already logged into CosmoLex from Outlook, you will be prompted to sign in.

3. Click Continue Sign In.
4. Enter your CosmoLex credentials and click Sign In.
   A matter search form displays.

   

5. In the Search Matter field, enter either the matter name or the matter file number.
   As you enter each character, a drop-down displays potential matches.
   Note

   To search only active matters, check the Active Matters Only checkbox.

6. From the drop-down, click the appropriate matter.
   The field populates with the matter. 
7. From the Billing Status field’s drop-down, click to assign the status within CosmoLex.
8. In the Forward Date field, click the radio button to either Use Today’s Date or the Email Date.
9. If the email includes attachments, they will be included with your submission unless you uncheck the Include Attachments if any checkbox. 
   Important

   Outlook’s maximum attachment size is 25MB.

10. Click Submit.
    The tag displays with the processing icon toward the upper right corner.

    
    When the system completes the sync, the tag displays a check mark.

    

Tag an Email from Outlook 365 (Web)

To tag an email to a matter from Outlook 365 (Web):

1. 1. Single-click an email to select it.
   2. To the far right of the email, click the three dots.
       

      
      A drop-down displays.

      

   3. From the drop-down, click CosmoLex.
      The CosmoLex Outlook Add-in panel opens.

      If you are not already logged into CosmoLex from Outlook, you will be prompted to sign in.

      

   4. Click Continue Sign In.
   5. Enter your Cosmolex login credentials.
       

      

   6. Click Sign In.
      The Search Matter form displays.

      

   7. In the Search Matter field, enter either the matter name or the matter file number.
      As you enter each character, a drop-down displays potential matches.
      Note

      To search only active matters, check the Active Matters Only checkbox.

   8. From the drop-down, click the appropriate matter.
      The field populates with the matter. 
   9. From the Billing Status field’s drop-down, click to assign the status within CosmoLex.
   10. In the Forward Date field, click the radio button to either Use Today’s Date or the Email Date.
   11. If the email includes attachment, they will be included with your submission unless you uncheck the Include Attachments if any checkbox. 
       Important

       Outlook’s maximum attachment size is 25MB.

   12. Click Submit.
       A submission confirmation displays with the processing icon toward the upper right corner.
       
       When the system completes the sync, the tag displays a check mark.

       

Tag an Email from Outlook 365 GIF

Tag An Outlook Email from CosmoLex

When you tag an Outlook email in CosmoLex, our Outlook Add-In automatically tags the email in Outlook.

To tag your email to a matter and auto-sync with Outlook: 

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Emails.
3.  On the Emails screen, check the boxes next to the emails you want to tag.
4. From the toolbar, click More > Tag Emails.

   
   The Tag Emails screen opens.

5. In the Matter field, enter a matter name or number.
   A drop-down displays potential matches.
6. Click the appropriate matter.
   The file name populates the field.
7. In the lower right corner. click Save.
   The system tags the email to the matter.