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Import An Outlook Email In ZenCase

How To Import An Outlook Email In ZenCase

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Written by Daryna Chorna
Updated this week

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.

If you have any questions, please let us know!

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