Microsoft Outlook integration


The Outlook plugin allows you to attach an email from Outlook to a Matter on InTouch.

All emails sent to your Microsoft Exchange Server can also be automatically attached to the relevant matter on InTouch

Adding the Outlook Plugin

Follow the instructions below depending on which version of Outlook you use.

To use add-in's within Outlook you must be using one of the following: Outlook on the web, Outlook on Windows (Microsoft 365), Outlook on Mac (Microsoft 365).
The new Outlook Plugin isn't currently supported within shared mailboxes. If your Outlook does not adhere to the above requirements you can download our alternative Plugin here.

Outlook Desktop (Windows)

  1. Within Outlook, select 'Get Add-ins' from the top ribbon
  2. Enter 'InTouch' within the search bar
  3. Select 'Add'
  4. Follow the onscreen instructions

The InTouch logo will now appear in your Outlook toolbar.

Outlook Desktop (Apple)

  1. Within Outlook navigate to Tools > 'Get Add-ins'
  2. Enter 'InTouch' within the search bar
  3. Select 'Add'

To pin this to your toolbar:

  1. Within Outlook navigate to View > 'Customise Toolbar'
  2. Drag and drop the InTouch logo into the required place on your toolbar
If you have multiple items displayed within your toolbar, the InTouch plugin may be hidden within the '...' icon. Move this further left within your toolbar for it to be permanently displayed.

Office 365 (Web Browser)

  1. Within Outlook, select the square icon in the left hand side of the top toolbar
  2. Choose 'Add-ins'
  3. Enter 'InTouch' within the search bar
  4. Select 'Get it now'
  5. Follow the onscreen instructions

To pin this to your toolbar:

  1. Navigate to your Outlook Settings > 'Customise Actions'
  2. Choose to pin the InTouch plugin within your 'Message Surface' and 'Toolbar'
The InTouch plugin will now appear on the top toolbar for any received emails and on the bottom toolbar for any emails being composed.

Using the Plugin

Attaching a received email

  1. View the email you'd like to attach and select the InTouch logo within the Outlook toolbar
When first accessing this function, you will be asked to sign into your account.
  1. Choose to search for a matter or view your recent matters
    1. To search for a matter, select which teams matters you'd like to display
      This will default to the team you are assigned to on InTouch. If you change the team selection, it will be remembered moving forwards.
    2. Search for a matter via:
      1. Stakeholders name
      2. Stakeholders email address
      3. Property address
      4. Matter reference
      5. ITR code
      The Plugin will automatically search via any available information within the email.
    3. Choose whether to include completed & aborted matters
  2. Using the checkboxes, select the matters you wish to attach the email to
    You can attach the email to as many matters as you like.
  3. Press Select
  4. Uncheck the Attach Email checkbox if you wish to only include the email attachments on the matter
  5. Optional: Rename the email Subject
  6. Choose to Assign for Review if you'd like to notify a team member of the email
    1. Select the team member
    2. Optional: Provide a message to be included in the review
    3. Uncheck 'Send Email Notification' if you don't want to email the user
  7. Choose whether to apply any labels to the email on the matter
  8. Uncheck any attachments you don't want saved to the matter
    1. Optional: Provide a new name for the attachment
  9. Attach

Attaching an email you are sending

  1. When creating a new email within Outlook, select the InTouch logo within the Outlook toolbar
  2. Choose to search for a matter or view your recent matters
    The Plugin will automatically search via any available information within the email
    1. To search for a matter, select which Team's matters you'd like to display
    This will default to the team you are assigned to on InTouch. If you change the team selection, it will be remembered moving forwards.
    1. Search for a matter via:
      1. Stakeholders name
      2. Stakeholders email address
      3. Property address
      4. Matter reference
      5. ITR code
    2. Choose whether to include completed & aborted matters
  3. Select the correct matter
  4. Select the Stakeholders you'd like to send the email to
  5. Search and select any files you wish to include as attachments
  6. Select

The "To" field will now contain the Stakeholders email address. The ITR code and Bcc information will be automatically filled in for you, so that once the email has been sent a copy will be stored under the Docs/Email tab of the matter on InTouch

When using the new Folder UI the email copy will be saved within the ‘Folder’ tab of the matter.

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