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.
Antes de Iniciar
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
Procedimento
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Add attachment to the legal request
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Select Add attachments icon (
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For legal matter, select the artifact from the Artifact section and then select Add attachments icon ()
Method Steps Add file from the system - Select Choose a file.
- Select the document.
- Select Open
Drag and drop file from the email - Select the document from the attachment.
- Drag and drop the file into the add attachment pop-up.
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Select Add attachments icon (
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Delete attachment from the legal request
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Select Delete icon
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For legal matter, select the artifact from the Artifact section and then select Delete icon ().
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Select Delete icon