Import Multiple Outlook Emails at One Time?
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Anonymous User
Import Multiple Outlook Emails at One Time?
I love the drag and drop in case activity!!! It is pretty much the coolest thing ever! This is probably a crazy request, but is there a way to import multiple emails from A1-Law at a time? Like say you were writing back and forth in a few emails to a client and you want to attach all of the emails in one step...can you open case activity and just use shift to select and copy all the emails you want to add to A1-Law at once? I tried and it only lets me do one at a time...will there be a way in the future to add more than one at a time or is there somewhere else I can go to add more than one at a time? Thanks Mike! (:P)
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Anonymous User
Re: Import Multiple Outlook Emails at One Time?
I'm glad you like the "drag and drop" and note that you can also drag and drop Excel, Word and any other windows file. Now, to answer your question. The answer to your question is "yes.....and no" (:P) You can attach multiple Emails but it is a two or three step process so if you had say 30 Emails for a specific case then you could do it as follows:
1. Right click on the desktop and click New and then click Folder. This is the folder where the Outlook Emails and any other files you want to attach will temporarily be saved, stored or dragged to. If you already have a temp or "Junk" folder in My Documents, on the desktop or somewhere else then you can skip this step.
2. Highlight the Emails in Outlook using the Shift or Control Key (control key to select various Emails in different spots). Drag them into the Junk or Temp folder. Outlook will copy them there and they will remain in our Outlook Inbox or Sent Mail until you decide to remove them from Outlook but we are making a copy of them in the Junk folder.
3. Go to Case Activity and click the Other Features button (Alt-O). You are not clicking the Add button from Case Activity but instead are clicking the Other Features button. Next, click Attach Documents. Select Add Files and find the folder and select all the files in the folder (of any format Outlook, Excel, Doc, etc or any combination) and click the Open button. You will see them in the Edit box and click Proceed and you are done.
4. Remove the files from the temp folder and you can then use the temp folder in the future for a different client or the same client with new files in the future.
This feature was originally created for those new users who switch to A1Law and have a Word Perfect or Word directory with the client's name and want to quickly and easily import all the files to Case Activity. But, as you can see, you can use it to attach multiple Emails as well.
Mike
1. Right click on the desktop and click New and then click Folder. This is the folder where the Outlook Emails and any other files you want to attach will temporarily be saved, stored or dragged to. If you already have a temp or "Junk" folder in My Documents, on the desktop or somewhere else then you can skip this step.
2. Highlight the Emails in Outlook using the Shift or Control Key (control key to select various Emails in different spots). Drag them into the Junk or Temp folder. Outlook will copy them there and they will remain in our Outlook Inbox or Sent Mail until you decide to remove them from Outlook but we are making a copy of them in the Junk folder.
3. Go to Case Activity and click the Other Features button (Alt-O). You are not clicking the Add button from Case Activity but instead are clicking the Other Features button. Next, click Attach Documents. Select Add Files and find the folder and select all the files in the folder (of any format Outlook, Excel, Doc, etc or any combination) and click the Open button. You will see them in the Edit box and click Proceed and you are done.
4. Remove the files from the temp folder and you can then use the temp folder in the future for a different client or the same client with new files in the future.
This feature was originally created for those new users who switch to A1Law and have a Word Perfect or Word directory with the client's name and want to quickly and easily import all the files to Case Activity. But, as you can see, you can use it to attach multiple Emails as well.
Mike