The plugin lets you save an email to multiple matters at once. If it detects more than one matter code in the email subject line, when selecting Save to Matter a dialogue window will appear, asking if you want to save to multiple matters:
If you select No the email will only be saved to the first matter code detected.
If you select Yes, the Save to Multiple Matters window will open with the detected matter codes automatically selected.
You can also choose to save an email to multiple matters as below:
- Click the arrow on the Save to Matter button in the ribbon
- Click Save to Multiple Matters
From here you can:
- Add further matter codes
- Remove some of the automatically detected matter codes
- Add Family – automatically adds all other matters in the family of the selected matter (i.e., the highlighted row)
- Add Linked – automatically adds any linked matters to the list
When the list of matter codes is complete, clicking Next will take you to the document details form as in the standard Save to Matter process.