Onit Documentation

Microsoft Outlook Add-In for Document Management

by Michael Nadeau Updated on

Since email is critical to the e-discovery process and communications between in-house/outside counsel, it is important to retain files or attachments that are related to matters (e.g., pending litigation) or that will help the legal team complete their work.

Legal departments that already use Microsoft Outlook can take advantage of this add-in to move email attachments directly into Unity without having to leave their inbox.

How it Works

When a user saves an email from the Add-In, Unity ingests the attachments along with a copy of the message. In addition to making documents easily accessible, this is a quick way for users to simplify tasks that usually take time: saving, locating, and uploading matter files.

Important Considerations

Before moving forward, consider the following about the Outlook Add-in:

  • The Add-In can read only the email currently open; it cannot access other messages in your mailbox.
  • Attachments/messages saved in a matter's email folder do not have version control.
  • Files saved in a matter's email folder are searchable by other users with access to the matter.
  • Once the email folder appears in a matter, it cannot be removed or deleted.

Installation

To use this feature, the Outlook Add-In must first be installed per the steps below. Depending on your company's setup, this can be completed by individual users or your company's IT department.

1. Go to the Office Store on Outlook.com.

2. Click Add a custom add-in and select Add from URL...

3. Enter the URL provided by Onit and click OK.

4. Click Install from the window when prompted.

The installation may take a few moments to finish. You will receive a confirmation message when completed.

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