If you need to install the Abacus Outlook Add-in, please follow this guide: How to Install the Abacus Outlook Add-in.
The Abacus Outlook Add-in only provides full functionality if your email is configured to use the POP or Exchange protocols. Link and Send functionality is not supported on the IMAP or MAPI protocols. All sent emails will need to be linked manually via the toolbar afterward on these protocols.
- Linking Received Emails
- Batch Linking
- Name/Matter Autofill
- Saving Attachments
- Link and Send
- Billing Emails
Linking Received Emails
To link received emails, or emails previously sent but not linked:
- Highlight an email in your inbox.
- Click on the Abacus tab inside the Outlook toolbar.
Click Link to Abacus.
Select the Name and/or Matter you would like to link the email to.
If you have multiple emails in your inbox that you would like to link to the same name/matter, you can highlight all of those emails, and click Link to Abacus. All of the emails will be linked in batch.
The Name and Matter boxes will be autofilled in the following situations (unless disabled under the Outlook Integration Setup in AbacusLaw):
- If the email address that sent the email is associated with a name record in AbacusLaw by CARET, that name will be autofilled.
- If the email was a reply or forward of an email previously linked to AbacusLaw by CARET, the name and matter that it was last linked to will be autofilled.
Clicking Link to Abacus will also allow saving any attachments on the email as linked documents on the name/matter record the email is linked to. However, if you would like to save attachments without linking the email, click Save Attachments on the toolbar instead.
Note that attachments will automatically save in a folder named after the case number (or name ID, if it was not saved to a matter) within the Base (root) folder for saved documents set in the Forms Library settings. If the attachments do not save at all, make sure that the directory set there is valid.
If you would prefer to browse for a location to save the documents every time, go back to the Outlook Integration window inside AbacusLaw by CARET that you opened to enable the add-in, and check Show documents UI when saving attachments.
The browse dialog will ONLY be shown if a single attachment is being saved. If more than one attachment is being saved, all attachments will still automatically be saved to the folder set in the Forms Library settings.
Link and Send
If enabled in Outlook Add-in Setup, a Link to Abacus window will appear after clicking Send on a new message. This allows linking sent emails to names and matters in AbacusLaw by CARET at the time of sending.
Link and Send is NOT compatible with the following email protocols:
- MAPI (typically used for Gmail Sync)
This is primarily due to a difference in how the protocols directly sync with the mail server, and do not save local copies of sent email locally first (which is what the Abacus add-in needs to read). It IS compatible with POP and Exchange protocols.
Emails can be billed at the time of linking them by entering a Duration and checking Bill for this record. This will create a time ticket for the email in Abacus Accounting that can be charged on the next bill sent to the client. This option is only available if an Abacus Accounting database exists, and the matter selected has a name linked as a billto (i.e. the matter exists in the Accounting database).
After clicking Link, an Add Time Ticket window will appear, where you can confirm the details before posting the time ticket.