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CommunityHello, I am a new user of LEAP. When I generate an email to the client from LEAP, it does save the email to the matter but never in the same place. I have to look for it and drag it to my email folder. What am I doing wrong? Thank you.

Hello, I am a new user of LEAP. When I generate an email to the client from LEAP, it does save the email to the matter but never in the same place. I have to look for it and drag it to my email folder. What am I doing wrong? Thank you.

Terri Warfield (Customer) asked a question.

Hello, I am a new user of LEAP. When I generate an email to the client from LEAP, it does save the email to the matter but never in the same place. I have to look for it and drag it to my email folder. What am I doing wrong? Thank you.

  • HI @Terri Warfield (Customer)​ ! Thanks for reaching out to us here on our community site. If the email is created in LEAP, from within the email folder then the email will save to the email folder. If the email is made from the top level or the root folder, that is where the email will save. If the email is started from outlook it will only save to the top level of folders and you will need to move it to the email folder.

     

    If you have any additional questions or this does not answer your question, please reach out to us via support chat or send us an email to: support@leap.us.

     

    Kind Regards,

     

    Lori Villiarola

    Help Desk Technician

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  • Hi Terri I spoke out of turn as well. If you start the email in outlook, when you click save to matter, you will have the ability to choose a folder as well!

     

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Hello, I am a new user of LEAP. When I generate an email to the client from LEAP, it does save the email to the matter but never in the same place. I have to look for it and drag it to my email folder. What am I doing wrong? Thank you.