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CommunityCan someone explain how to save an email to an email subfolder from outlook. Now I save to the main matter folder and then have to move them to the subfolder manually. Thanks. Judson Carusone

Can someone explain how to save an email to an email subfolder from outlook. Now I save to the main matter folder and then have to move them to the subfolder manually. Thanks. Judson Carusone

Judson Carusone (Customer) asked a question.

Can someone explain how to save an email to an email subfolder from outlook. Now I save to the main matter folder and then have to move them to the subfolder manually. Thanks. Judson Carusone

  • Hi @Judson Carusone (Customer)​ - To add to my colleague's comment, you can also choose a folder when saving from outlook. Open the email, click save to LEAP, this will open the matter list for you in another window, you should then choose the matter to save it to, and at the bottom of that screen there should be an option of which folder to save it to! If you need any additional assistance, please reach out to us via support chat or send an email to support@leap.us

     

    Kind Regards,

     

    Lori Villiarola

    Help Desk Techniciancommunity

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    Selected as Best
  • Dear Judson,

     

    To save an email to a specific folder:

    1. Open the email in Outlook
    2. Click the Save to Matter button (as opposed to the Save to LEAP Web add-in in Outlook which does not have this option.)
    3. On the bottom of the matter selection window that opens, click the 'Select Folder' button.

     

    Kind regards,

    Misty Petty

    Help Desk Technician

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  • Hi @Judson Carusone (Customer)​ - To add to my colleague's comment, you can also choose a folder when saving from outlook. Open the email, click save to LEAP, this will open the matter list for you in another window, you should then choose the matter to save it to, and at the bottom of that screen there should be an option of which folder to save it to! If you need any additional assistance, please reach out to us via support chat or send an email to support@leap.us

     

    Kind Regards,

     

    Lori Villiarola

    Help Desk Techniciancommunity

    Expand Post
    Selected as Best
    • Judson Carusone (Customer)

      Thanks.

      Yours truly,
      Judson M. Carusone
      (he/his/him)
      Behrends Carusone
      Attorneys at Law
      1445 Willamette St, Suite 9
      Eugene, OR 97401
      Phone: (541) 344-7472
      Fax: (541) 344-6466
      Email:
      jcarusone@oregon-attorneys.com<mailto:jcarusone@oregon-attorneys.com>
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Can someone explain how to save an email to an email subfolder from outlook. Now I save to the main matter folder and then have to move them to the subfolder manually. Thanks. Judson Carusone