05. How-to Attaching Incoming Emails in Prevail

How-to covers attaching outgoing emails two different ways in Prevail.

The email tool in Prevail is an add-in to Microsoft Outlook. This feature allows you to easily attach any outgoing or incoming email to the History of any matter in Prevail.

Note: The email integration works only with a full desktop installation of 32-bit Outlook. Webbased and click-to-run versions of Outlook are not compatible.

\uD83D\uDCD8 Instructions

1. Open the desired email.

2. The Prevail email add-in will appear on the right.

3. The Subject line of the email will replicate in the Subject line of the Prevail email panel.

   1. Optional: If you want to change the Subject line, do so here.

4. To attach the email to the matter you currently have open in Prevail

   1. Click ‘Attach’

5. To attach the email to a different matter.

   1. Search for the correct matter (by entering the first few letters of your client’s first/last name in the Search field.)

   2. Click on the desired matter.

   3. Click ‘Attach’

6. Note: Any files attached to the incoming email will be included in the History entry made in Prevail

\uD83D\uDCCB Related articles

Attaching Outgoing Emails in Prevail,