The Save to Matter option saves a selected email to a matter in Equinox. 


To save an email from Outlook to a matter in Equinox, click the Equinox plugin then click Save to Matter.


The first form lets you select the matter the email should be saved to:

 

The plugin will scan the subject line of the email to try and detect the matter code. If Equinox detects a matter code, the matter-code field will be pre-populated as above. The matter code will be picked up automatically in the following situations:


  • It's between pipe characters (e.g. Our Ref: |P20016GB|)


Or


  • It isn’t within pipe characters but is in the same format as the matter code generation settings in use on your Equinox system


If you aren't using pipe characters but not all matter codes are being picked up, this is likely because the matter code is not in the standard format. Please contact support@equinox-ipms.com with an example matter code so we can adjust the matching criteria.


After selecting the matter code, you can:

  • Quick Save the email
    Or 
  • Select Next. This takes you to a form where you can set or edit the document details before it is uploaded to Equinox:



The plugin will automatically populate the following Equinox document fields:


  • Title – The subject line of the email 
  • Date – The date of the email (Note: not the date of the upload) 
  • From – The sender of the email 
  • To – The recipient of the email 
  • Status – This will be set to 'Draft' if a draft email is being saved, 'Received' if it's saved from the inbox, or 'Finalised' if it's a sent email


A final screen will appear where you can choose to save any email attachments to the matter.



 

How will I know if an email has been saved correctly?


When you save the email to Equinox, you will see the below message if the upload is successful. The window will then close automatically.

 

If you use the Quick Save option rather than clicking ‘Next’, the email will save to the matter immediately. You will not have the option to edit or set the document details from within the plugin. This allows the quick filing of emails with minimal clicks in the plugin.