Filevine’s Outlook Add-in integration allows users to complete advanced Filevine actions without leaving Outlook. Users can send any email to a project, where it will appear in the activity feed, and comment on emails just as they would in the activity feed.
Inbox management has never been easier with Filevine and Outlook!
Filevine’s Outlook Add-in provides an efficient and secure way to easily connect Filevine with your Outlook emails, allowing you to maximize the benefit of Filevine even more.
With this integration, you can quickly organize your emails into simple task flows and get to inbox zero faster than ever before. Filevine users no longer have to switch between multiple systems or take on the tedious task of managing email outside the system - this Add-In makes it even easier to sync their essential email activity directly without disrupting their workflow.
File emails instantly
Organize emails by matter
Generate time entries effortlessly
Frequently Asked Questions
Outlook is the preferred email client used to send and receive emails by accessing Microsoft Exchange Server email. Outlook also provides access to contact, email calendar, and task management features.
Filevine’s Outlook Add-in integration allows users to complete basic Filevine actions without leaving Outlook. Users are able to send an email to a project, where it will appear in the activity feed, and to comment on emails just as they would in the activity feed.
To use the Outlook Add-in, users must have a Microsoft Exchange Server, which will usually require Office 365.
Users must use either Outlook on the web or the newest version of the Outlook app. Reach out to your IT or Email Admin to confirm that you are using Exchange and an Outlook version that runs the Edge browser, and make sure you are running the latest version of Outlook.
Attach emails and documents instantly to Filevine projects
Filevine’s Outlook Add-In puts the context of your Filevine projects alongside your inbox. You will also gain access to the Filevine add-in to Outlooks Mobile App.
• Attach incoming and outgoing emails to projects as .eml files
• Quickly upload any attachments to your Filevine document library
• Comment on emails to create notes
• Create tasks by adding assignees and dates
• View project vitals
• Send emails to project contacts
• View your project’s team members