This article explains how to install the Outlook add-in in Insight Legal. 

You can integrate Outlook and Insigh Legal to make sending and saving emails more efficient. For enhanced email integration, we recommend installing the Outlook Add-in; this only needs to be installed once per user.

How to Install Outlook Add-in

To install the Outlook Add-in, follow the steps below: 

1. Click the File menu.
2. Select Installers from the menu. 

3. Select Outlook Add-in.

   

4. Run the Installer that is downloaded in your default web browser and follow the installation wizard instructions.

   

5. Restart Outlook and Insight Legal to effect the changes.

A new window appears within each new email, which will contain a Matter Lookup section. This will allow you to search for a Matter to link the email to, using the same search settings as the Case Enquiry screen.

Sending an Email Directly from Insigh Legal

To send an email from Insight Legal, follow the steps below: 

1.  On the top toolbar, click Cases.
2. Select Case Enquiry.
3. Search for the Matter/Client that you wish to send an email to. 

4. Click on the envelope beside the client's name.

   

5. This will open Outlook, populate the email and click Send. 

Once the email is sent, Insigh Legal will save a copy of the email within Matter Files for this Matter. 

Attaching a File from the Matter Files Section

To attach a file from the Matter Files section, follow the steps below: 

1. Right click on the document you wish to attach to an email.
2. Select Email, and click Client. 

3. Click on the required client’s name. 

   

4. An email will open, ready to send the selected document. 

Alternatively, you can drag and drop an email into the Matter’s Files by clicking on the email in Outlook, holding down the mouse button, dragging the email into the Matter File section's body in Insight Legal, and then releasing the mouse button.

Attaching Incoming Emails to Insigh Legal

1. Click on the email in Outlook. 

2. Click Send to Insight.

   

3. An Attach Files screen will appear.
4. Click Lookup to search for the Matter the email is to be attached to.
5. You can save the email to an Existing Sub Folder.
6. Click Attach file(s). 

Emails can be automatically filed to the Matter Files, to do this: 

1. Click System on the top toolbar. 

2. Click Settings. 

   

3. Double-click Templates, and select Email Settings. 

Incoming Emails Settings

This setting applies to emails that are coming into the logged-in user’s Outlook inbox.

Here, you can choose to automatically attach incoming emails to a Matter. You can also choose to save incoming email attachments separately. There are two different features: 

1. Automatically Attach Incoming Email to Matter: When enabled, this will automatically try to attach incoming emails to the Matter Files of a Matter. The email must meet at least one of the following criteria:
   • The Matter Reference of the Matter needs to be wrapped in square brackets in the subject field of the email for example [CON1]. The Matter Reference can be located anywhere in the subject textbox and is not case sensitive.
   • The sender’s email is linked to a client who is linked to just one Matter on Insight Legal.
2. Save incoming Email Attachments Separately: When enabled, this will automatically separate attachments into their own files in Matter Files.

Outgoing Emails Settings

This setting applies to emails the logged-in user is sending out from their Outlook email. This has two different features: 

1. Prompt Users to Attach Sent Emails to a Matter: When enabled, users will be prompted to link an email to a Matter at the point of sending if this has not already been done. If you click Yes to the prompt, an Attach Files window will appear and you will be able to choose the Matter to save the email to.
2. Automatically Print Insight Emails on Send:  When enabled, this will automatically print all emails sent by the logged-in user. The emails will be sent to their default printer. Please be aware that the printing will start automatically, without asking for confirmation.

Email Categories 

Four new categories will be added to Outlook to confirm whether a received email has been automatically saved, these will be as follows:

The Outlook Add-in will automatically put emails in the appropriate colour-coded categories. Please note this feature is only enabled when Automatically Attach Incoming Emails to Matter is selected (as shown above). 

Troubleshooting Issues

Outlook may disable the Insight Legal add-on once it has restarted. Outlook see’s the add-on as a non-critical add-on so disables it to speed up the operation. If this happens, you will need to enable the add-on in the Outlook Options. To do this, follow the steps below: 

1. In Outlook, click File.
2. Go to Options.
3. Select  Add-ins from the Options menu, and click Go.
4. Ensure the Insight Legal Outlook Add-in appears on the list of Add-ins.  
5. Click Ok, and restart Outlook. 

If that does not work, follow the steps below: 

1. Go back to Options.
2. Select Insight Legal Add-In.
3. Click on Manage dropdown and select Disabled Items, click Go to show all disabled Add-ins.
4. Highlight the Insight Legal Outlook Add-in and click Enable.

Related Articles 

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How to I install the Outlook add-in