Auto Filing Outlook Email

Updated Jul 21st, 2021

New Email including Replies

Step 1


Open a new email in Outlook in the usual way.

Step 2


The Osprey side panel should now appear. If you need to click << to show it.

Step 3


If you do not know the Client and Matter number you require, click either of the two buttons ‘…’ next to the fields.

Step 4


Search against appropriate values according to the information you have to hand, e.g. surname, forename, matter description; you can enter all or part of the text, then click ‘Search’.

Step 5


Having located the matter required, right click on it and click ‘Select’.

Step 6


You may use the panel to add email addresses saved to Osprey, add attachments from Matter History as well as packages. More information

The client and matter number will be appended to the Subject of the email as well being tagged to the email header when the message is sent.

Auto Filing Received Email

Replies to your emails received with the Client and Matter Information tagged may be auto filed.

Step 7


Right Click the email > OspreyTM > Autofile

Step 8


Click OK on the confirmation