To Drag and Drop:

1. Open Document Management (via clicking on the ‘Document Management’ tab from the Trustee Suite Main Menu toolbar) and locate and select (single click on) the correct case.
2. Open Outlook or Outlook Express.
3. In Outlook, you may select multiple Document Management items (see ‘Selected view’); or, you may select one item at a time in Outlook Express to drag into Document Management.
4. Drag and drop the email item(s) anywhere onto the Document Management window.

5. You will see the message, “Collecting information about the object dropped…” at the top right of the screen.

Then the Import Documents Wizard, Step 1 – Identify Documents window will open.  The settings will default to the current document properties.  If you want to keep the same properties as the open Document Management item, click on ‘Finish’.  If you need to edit the description or anything else, click on ‘Next’ and follow the prompts.

Clicking on ‘Next’ will guide you through the following steps:

1. Identify Documents (default):  Click on ‘Next’ to continue.
2. Modify Properties:  Edit any information necessary and click on ‘Next’; you may click the ‘Back’ button at any time.
3. Description:  Edit the description if needed and click on ‘Next’.
4. Confirm:  You may click on ‘Back’ (optional) to verify all information is correct, then click on ‘Finish’.  Your email information and attachment is now in Document Management.

Open Email and Attachment:

1. Double click on the item from the grid on the left (or click on the ‘Open’ button on the top right).  The body for the email will appear.

2. Double click on the ‘Envelope’ icon within the item.  This will open the attached email.