Content stored in mattero can be attached to an email sent via Outlook. To attach content from mattero, you must first install the mattero Outlook Add-in.
Please note, it is strongly recommended you pin the Outlook Add-in for ease of access.
Attaching mattero Content with Outlook Desktop
To attach Documents to a message:
- Open a new message, select the Attach Documents to Email button, then select either Matters or Contacts.
- Select Suggested to view a list of Matters filtered on the subject line (should it include a Matter Number or Matter Title) and sender of the message (should they be a Client in the Matter).
Select My to view Matters you are the lawyer for, or select Search to find a specific Matter (the Contacts section offers the Search function only).
- Select a Matter or Contact from the list; this will open a list of associated Documents. Select Documents from the list as needed, or select a Document's Action menu and select Attach as PDF for Word files as needed.
Attaching mattero Content with Outlook Online
To access the Attach to mattero function in Outlook Online:
- Open a new message and select its Action menu, then select mattero, then follow the process detailed in the Outlook Desktop section shown above.