7/21/23

Saving Emails and Documents Into a Filevine Project Using the Outlook Add-In for Desktop

Optimizer Stephanie takes you through the steps of using the Outlook add-in for Desktop to save emails and relevant documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

Previous

Outlaw: Custom Spacing and Indenting

Next

Free Help Wednesdays: DocGens