Microsoft Outlook integration
The Outlook plugin allows you to attach emails directly from Outlook to the relevant matter on InTouch.
Requirements
To use add-in's within Outlook you must be using one of the following:
- Outlook 2016 or later on Windows (with Office 365)
- Outlook 2016 or later on Mac (with Office 365)
- Outlook 2016 or later on Windows (with Exchange)
- Outlook 2016 or later on Mac (with Exchange)
- Outlook on the web (with Office 365)
Your email must also be:
- Connected to an Exchange server or Microsoft 365 using a direct connection
- Using an Exchange, Office 365 or Outlook.com account
Unfortunately email accounts configured to connect with POP3 or IMAP (e.g. Google Workspace) aren't able to support this Outlook add-in.
Adding the Outlook Plugin
Outlook Desktop (Windows)
Within Outlook, depending on the version in use:
- Select 'All Apps' from the top ribbon
- Select 'Add Apps' in the bottom right corner
- Enter 'InTouch' within the search bar
- Select the InTouch add-in
- Select 'Open'
- Follow the onscreen instructions
The InTouch logo will now appear in your Outlook toolbar.
Outlook Desktop (Apple)
- Within Outlook navigate to Tools > 'Get Add-ins'
- Enter 'InTouch' within the search bar
- Select 'Add'
To pin this to your toolbar:
- Within Outlook navigate to View > 'Customise Toolbar'
- Drag and drop the InTouch logo into the required place on your toolbar
Office 365 (Web Browser)
- Within Outlook, select the square 'More Apps' icon on the left hand toolbar
- Select 'Add Apps'
- Enter 'InTouch' within the search bar
- Select the InTouch add-in
- Select Open
- Follow the on screen instructions
Using the Plugin
Attaching a received email
- Select the email you would like to attach
- Select the InTouch logo within the Outlook toolbar
- Find the matter you wish to attach the email to by:
- Entering key information into the search bar, such as:
- A stakeholder's name
- A stakeholder's email address
- A property address
- A matter reference
- A matter ITR codeThe Plugin will automatically search via any available information within the email.Use the team filter to view any matters assigned to a specific InTouch team. Your chosen selection will be remembered moving forwards.Choose whether to include completed & aborted matters in this search.
- Selecting the Recent tab and accessing your most recently viewed matters on InTouch
- Entering key information into the search bar, such as:
- Select the matter(s) you wish to attach the email toUse the checkboxes to attach an email to multiple matters.
- Choose how you would like the email to be attached to InTouch:
- Uncheck the Attach Email checkbox if you wish to only include the email attachments
- Use the Subject text box if you would like to rename the subject of the email
- Assign for Review if you would like to notify a team member of the email
- Select the team member
- Optional: Provide a message to be included in the review
- Optional: Uncheck 'Send Email Notification' if you don't want to email the user
- Select any labels you would like to be applied to the email and it's attachments when saved to the matter
- Select any attachments you would like saved to the matter
- Use the text boxes to provide new names for the attachments
Only supported file types can be added to InTouch.
- Attach
Attaching an email you are sending
- Create a new email within Outlook
- Select the InTouch logo within the Outlook toolbar
- Find the matter you wish to attach the email to by:
- Entering key information into the search bar, such as:
- A stakeholder's name
- A stakeholder's email address
- A property address
- A matter reference
- A matter ITR codeThe Plugin will automatically search via any available information within the email.Use the team filter to view any matters assigned to a specific InTouch team. Your chosen selection will be remembered moving forwards.Choose whether to include completed & aborted matters in this search.
- Selecting the Recent tab and accessing your most recently viewed matters on InTouch
- Entering key information into the search bar, such as:
- Select the matter you wish to attach the email to
- Choose any matter stakeholders you would like to send the email toAny selected stakeholders will be automatically included in the emails "To" field.
- Select any files you wish to include as attachmentsYou can search by the file's name or any labels applied.
- Select