This section of Insight is always extremely popular with our readers. We like to keep it full of useful, easy-to-follow pointers that will help you use LawMaster features more effectively.

In this edition, we’re sharing some shortcut keys, some tips on how to attach folios and matter contacts to an Outlook Email.

Shortcut Keys: F2 and F5

Are you using these two easy shortcut keys?

1. F2: In any screen where an OK or Apply button is presented, simply hit the F2 key and it will activate that function.
2. F5: In a field that contains a lookup (indicated by the three dots ‘…’), press F5 and it will perform the lookup or search.

Here’s an example:

Type ‘Purchase’ into the Matter field to find all files where the Matter description contains the word Purchase:

tips & tricks shortcuts

Then, hit F5 to invoke lookup:

tips & tricks shortcuts

Select file and hit F2 to invoke “Ok Button”, and the matter will open.

LawMaster Outlook Ribbon: Attach Folios and Enter Matter Contacts

There’s a really simple way to attach folios or enter matter contacts to an email.

Attach Folios
Just follow these steps:

1: Click to create a new email from within LawMaster or by clicking the New LawMaster Email from your LawMaster Outlook ribbon.

add folios

2: You’ll then need to enter or select the matter number that the email will be saved to.

add folios

3: Once you’ve drafted your email, click on LAWMASTER > Folio Attachments.

add folios

4: This opens the Add Folio Attachment to Email window that lists all the folios on the selected matter. Highlight the required folio and click OK to attach it to the email.

add folios

You can also use the Search By options to locate and attach any other folio in LawMaster.

add folios

This will allow you to choose the required folio based on the search parameters. You’ll be prompted whether you want to convert it to a pdf, and the file will automatically be attached to the email.

add folios

Enter Matter Contacts
To add any matter contacts to your email that may not be in your Outlook contacts, but are stored in LawMaster as Entities, follow these steps:

1: From Outlook, click LAWMASTER > Address Book.

matter contacts

This will open the Select E-mail Address window for you to select from the available list of contacts in LawMaster. You can sort the available list by Contacts, Distribution List, Entity or User.

matter contacts

2: To enter recipients, select the required contact from the left-hand entity list and then click on the To, Cc or/and Bc buttons to enter the recipients to appropriate fields. You can select multiple contacts by holding the CTRL key and then selecting the recipients from the entity list.
matter contacts

If you wish to update the email address for a contact, you can do so by selecting the contact and clicking the Update Address button.

matter contacts

Click OK and this will update the email address in LawMaster.

3: After you have selected the required recipients, click OK to copy the recipients to your Outlook email.

matter contacts

The sent email will automatically be saved to the matter in LawMaster.