PC

Parfitt Cresswell Email Assistant

v…

1Selected email

Waiting for Outlook…

2Assign to matter

Matters for

Defaults to your own matters and prospects.

Looking up matters for this sender…

4Record time

Start and end time

Checking your last time entry…

1 unit · 6 minutes will be posted.

Action / follow-up

Optional. Saves a reminder into your own Outlook tasks and/or calendar.

Ticked actions and anything you add to the list are saved to Outlook when you press Save to DocMan.

Pin the pane (📌) to keep it open while you click through emails.

Saves the email to SharePoint using the same rules as this system.