Moving, Copying, and Filing E-mail and attachments

Filing Email

Users can file an email within DMSforLegal through the Filing Pane:

1. Select the email
2. Place cursor inside DMSforLegal Filing Pane text field box. If the Filing Pane is not visible click the Filing Pane button on the DMSforLegal tab on the Outlook ribbon.
3. Type destination location
4. Click File button to the right of the file bar. The email will be left inside the user’s mailbox and a copy has been filed to the chosen destination.
5. When filing an email through the Filing Pane it is also possible to subscribe to the filing destination by clicking the + symbol, or to navigate to that folder by clicking the > symbol.
6. The email now displays “Filed” and a yellow stripe is present to indicate the filed status at a glance from the inbox. The Categories column will also receive a yellow box and “Filed” status for that email.

Copying and Moving Emails

By clicking the dropdown arrow to the right of the File button, you can also choose the copy and move options, instead of filing the email directly.

You can also move emails into your DMSforLegal folder by dragging and dropping email from your mailbox to the site, subsite, or folder on the DMSforLegal tree.

Filing email attachments separately

It is possible to file an email attachment separately from the email.

1. Click the arrow symbol right next to the attachment.
2. Select either Save to DMSforLegal or Save All Attachments To DMSforLegal. The former is used when only one attachment needs to be saved. The latter is used when multiple attachments need to be saved simultaneously.