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  5. The DMSforLegal Interface

The DMSforLegal tab is located on the Outlook ribbon. See the image below. Three buttons are accessible within this tab: Purge Filed Email, Filing Pane, and Options (Configuration). See  section 6.3 for Purge Filed E-mail and section 2.1 for configuration Options.

The filing pane is a bar accessible within your DMSforLegal. The bar contains a (1) search bar for file search, a drop-down (2) arrow button to access recently accessed locations, a (3) browse button […], and a (4) File button.

The Filing Pane is used to search for SharePoint locations that a user wants to save content into. The Filing Pane button on the DMSforLegal tab offers a toggle option between showing and hiding the DMSforLegal Filing Pane. Once opened it will stay open or available to use until it is toggled closed. Users view the filing pane within the Outlook preview, including within individual emails.

In the Ribbon next to the Filing Pane  and the Options button, Contact can be found. The contact button opens a new message window directed to the help desk. You can use this message template to describe a problem you might have. Certain basic information will already be filled out. A log file with additional information will be automatically added to the email.

The DMSforLegal tree can be found in the Outlook navigation pane, which is located to the left of the Outlook previewer and underneath the native Outlook tree.

This is where the Matters you subscribed to will be located for easy access. Here, with a right click of your mouse, you will have numerous options to choose from, including:

  • Subscribing and unsubscribing to matters
  • Subscribing and unsubscribing to Clients and users
  • Quickly view and manage permissions for a folder or file.

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