Helpful hint for TrialWorks Addin for Outlook Users!

If a user tags a message to a case but chooses not to file immediately, that message will remain in the inbox indefinitely. Fortunately there is a simple process for expediting the transfer of the tagged message to TrialWorks at a later time. Outlook 2003 and 2007 users should be familiar with the Favorite Folders option. The first step to making this process simple is to find the “Outbox > TrialWorks” folder and add it to the Outlook Favorites. The process is simple, just find the folder, right click, and choose “Add to Favorites”. Next, the user will see the “TrialWorks” folder show up in the favorite folders section of Outlook. At that point any message (which was previously tagged) can be dragged to that folder; from there, messages will automatically file to their designated case. This is also useful for instances where the message remains in the mailbox for other reasons.