Import An Outlook Email From Mail Page
You can view, search, and/or filter all of your Inbox emails from the Mail list page.
Note: To search within a particular subfolder, you can navigate to the subfolder and then search for emails.
Go to the Mail list page by clicking on "Mail" link in left navigation bar.
Click on the "Import from Outlook" button which will open a pop up window.
In the left sidebar, select a Client and Matter in which to import emails and associate to the specified matter.
Click on "All Filters" button in the top right of the pop up window.
In the search bar, you can enter partial email body content, email subject, enter a To recipient name, or enter a From sender name.
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the emails list by:
Sent At date range
Has Attachments
Click the "Apply Filters" button to apply selected filters.
You should see the filtered results of emails.
Next to each email item, click on "Import" button.
You should see a "Imported" icon when successfully imported to the matter.
Once you have finished importing emails, click on the "Done" button at the bottom.
You should see the Mails list update and display the results from importing your emails to a specific matter.
Import An Outlook Email From Matter's Mail Page
You can view, search, and/or filter all of your Inbox emails from the Matter's Mail list page for a specific matter.
Note: To search within a particular subfolder, you can navigate to the subfolder and then search for emails.
Go to the Matters list page by clicking on "Matter" link in left navigation bar.
Search for a matter.
Click on the Matter Name link.
You will be redirected to the matter details page.
Click on the "Mail" tab of the matter's page.
Click on the "Import from Outlook" button which will open a pop up window.
In the left sidebar, select a Client and Matter in which to import emails and associate to the specified matter.
Click on "All Filters" button in the top right of the pop up window.
In the search bar, you can enter partial email body content, email subject, enter a To recipient name, or enter a From sender name.
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the emails list by:
Sent At date range
Has Attachments
Click the "Apply Filters" button to apply selected filters.
You should see the filtered results of emails.
Next to each email item, click on "Import" button.
You should see a "Imported" icon when successfully imported to the matter.
Once you have finished importing emails, click on the "Done" button at the bottom.
You should see the Mails list update and display the results from importing your emails to a specific matter.
Limitations When Viewing Email Attachments
While Practice Pro allows you to import emails from Outlook, the application does not support viewing attachments from these imported emails. Here are the key points to understand:
Attachment Counts are Visible: You can see a count of attachments linked to an email within Practice Pro.
Attachments Cannot Be Opened in Practice Pro: To access and open the actual attachment files, you will need to use Outlook. These files are not viewable directly in the Practice Pro interface.
Troubleshooting Email Body Visibility Issues
If the body of an imported email is not visible in Practice Pro, you can resolve this by re-importing the email:
Identify the specific email(s) with missing body content.
Re-import these emails into Practice Pro. This action updates the email and ensures the body content becomes visible. This is a simple and effective workaround to address visibility problems for older or previously imported emails.
If you have any questions or need additional assistance, be sure to review the troubleshooting steps provided above or consult Practice Pro support for direct help.