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.

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Saving Emails and Documents Into a Project Using the Outlook Add-In for Office.com

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Emailing Filevine Project Documents Using the Outlook Add-In for Office.com