Manage attachments from Microsoft Outlook Add-In for Legal Service Delivery
As a legal request fulfiller, add or delete documents in the legal request and matters from Microsoft Outlook Add-In for Legal Service Delivery.
Before you begin
Ensure you have installed and configured Microsoft Outlook Add-In for Legal Service Delivery. For more information, see Configure Microsoft Outlook Add-In for Legal Service Delivery
Role required: sn_lg_ops.request_fulfiller or sn_lg_matter.matter_fulfiller
Procedure
Sign in to Microsoft Outlook Add-In for Legal Service Delivery.
For more information, see Sign in to Microsoft Outlook Add-In for Legal Service Delivery.
Add attachment to the legal request
In the search box enter at least two characters to search by Number, Short description, and Requested for
Select the legal request or matter.
Legal request or matterdetails are displayed.
Select Add attachments icon (
Add attachments icon\)
For legal matter, select the artifact from the Artifact section and then select Add attachments icon \(
Add attachments icon\)
| Method | Steps |
|---|---|
| Add file from the system |
|
| Drag and drop file from the email | 1. Select the document from the attachment. 2. Drag and drop the file into the add attachment pop-up. |
Delete attachment from the legal request
In the search box enter at least two characters to search by Number, Short description, and Requested for
Select the legal request or matter.
Legal request or matterdetails are displayed.
Select Delete icon
Delete icon.
For legal matter, select the artifact from the Artifact section and then select Delete icon \(
Delete icon\).
4. Select **Ok** on the confirmation screen.
The document is deleted from the legal request.
Parent Topic:Use Microsoft Outlook Add-In for Legal Service Delivery