Overview
Docketwise integrates with Outlook so that you can send emails and attachments directly from Outlook to Docketwise.
With this integration, you can save these messages and attachments directly to a Contact and Matter within Docketwise.
Contents
Activating the Outlook Email Add-in
Getting Started
Before you get started, you must make sure of the following:
You are logged in to your Docketwise Account and also are logged in to and have open your Outlook account
Your administrator has enabled Add-ins to be installed in Outlook or Office 365
You have downloaded the most recent updates for Outlook Email Desktop App (if using this option)
Activating via the Outlook Email Web App
To activate the integration using the Outlook Email Web App, you will need to follow the instructions below:
Open any email from within Outlook
Click the (…) 3 horizontal dots in the top-right corner of the message
Select the option for Get Add-ins
Search for Docketwise in the search bar
Click the Add button for the Docketwise Add-in
Exit the add-in set up window
Click on the Docketwise Add-in icon from within any email
Click Connect Docketwise, then Allow, and finally Authorize
Activating via the Outlook Email Desktop App
Click the Browse Add-ins button
Search for Docketwise in the search bar
Click the Add button for the Docketwise Add-in
Exit the add-in set up window
Click on the Docketwise Add-in icon
Click Connect Docketwise, then Allow, and finally Authorize
Using the Outlook Email Add-in
After connecting, the Docketwise-Outlook integration will automatically connect the email sender to a Contact in Docketwise, showing them and their related Matter(s) as suggestions.
Saving Emails/Attachments via the Outlook Email Web App
In order to save the email and/or attachment(s) from the Outlook Email Web App to Docketwise, you will need to follow the steps below:
Click on the Docketwise Add-in icon from within the email that you would like to save
After clicking the Docketwise Add-in icon, the integration will automatically show the sender of the email of the sender their matters as suggestions
If the sender of the email is not the Primary Contact of the Matter where you wish to save the Email and/or Attachment, you will need to search for and select the Matter's Primary contact using the Outlook Add-in
Once the correct options are selected, simply click the Save Email button to save the email as a Message and the Save Attachments button to save the attachment(s) as Files in Docketwise under the selected Matter and Contact
Saving Emails/Attachments via the Outlook Email Desktop App
In order to save the email and/or attachment(s) from the Outlook Email Web App to Docketwise, you will need to follow the steps below:
Click on the Docketwise Add-in icon from within the email that you would like to save
After clicking the Docketwise Add-in icon, the integration will automatically show the sender of the email of the sender their matters as suggestions
If the sender of the email is not the Primary Contact of the Matter where you wish to save the Email and/or Attachment, you will need to search for and select the Matter's Primary contact using the Outlook Add-in
Once the correct options are selected, simply click the Save Email button to save the email as a Message and the Save Attachments button to save the attachment(s) as Files in Docketwise under the selected Matter and Contact
Troubleshooting
If you are experiencing difficulties connecting your Outlook add-in to Docketwise through the Web, please try logging out of both accounts (Docketwise and Outlook), clearing cookies, and logging back in.
For connection issues with the Desktop Outlook Add-in please log out of both Docketwise and Outlook and log back in by manually entering your email and password, do not use the autocomplete.