Working with Outlook
Using Gmail instead? See Working with Gmail.
FluentCase integrates with Outlook for permanently recording matter-related email correspondence in Activities.
Messages can be sent from FluentCase using your Outlook account from within a Matter without leaving the application. Replies on a given thread are automatically added to the Matter as new activities, including any attachments.
Connecting Fluent to Your Outlook Account
Configure your Outlook account at https://app.fluentcase.com/settings/email-accounts
Sending Outlook Messages from within FluentCase
There are several ways to create new messages.
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You may create a new message draft from within a case matter using the green “➕” button adjacent to the “Message Drafts” link in the main left-hand menu.
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Any party with a primary email address set will have their email address displayed in the parties list on the Matter Dashboard and in the summary “dog tags” in the Parties section. These links are clickable and will navigate to a new message draft with the recipient pre-selected.
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While viewing any document, the “Forward” button can be used to create a new message draft. The document will be included as an attachment.
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Any existing message present in Activities has “Reply”, “Reply All”, and “Forward” buttons. These behave as one would expect, spawning a new message draft with the appropriate recipients. Forwarded messages include attachments; replies do not.
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From outside a case matter, begin by selecting Messages on the left side of the screen in the navigation pane.
Click on Compose to begin creating an email.
Fill in the subject line, add recipients, select the matter if needed, draft your message body, then click Send to send your message or save it as a draft to be sent later.
Common Issues
Outlook stopped syncing or sending
If Outlook stops syncing or sending, go to Personal Preferences → Email Accounts, reconnect the Outlook account, and follow the Microsoft sign-in prompts again.