1. Enable Calendar Synchronization – Select this checkbox to enable Trustee Suite Calendar synchronization with Outlook (see the screenshot above).

• Tip – If you prefer to not have your Trustee Suite Calendar synchronized with Outlook, unselect the checkbox and the Calendar synchronization will no longer occur.

2. Trustee Suite Calendar Options – There are three options for selecting cases:

• All Cases – Selecting this option enables all cases in Trustee Suite to have Calendar items synchronized.  This includes all future Case Imports, Offloaded and Deactivated cases.  This option is the default system option (see the screenshot above).
• Asset Cases – Selecting this option enables only cases marked as Asset for Calendar synchronization.  This includes all future Asset Cases, Offloaded and Deactivated cases.
• Selected Cases (x) – Selecting this option automatically launches the Selected Cases screen, enabling you to select a specific listing of cases for Calendar synchronization.  Once you have completed your case selection, the number of cases selected will show in parentheses at the end of the ‘Selected Cases’ link.  These selected cases will be the only cases in Trustee Suite to have Calendar entries synchronized.
• Always include new cases – Select this checkbox to include all newly imported cases in Trustee Suite to your Selected Cases list.  This option eliminates the need to continually manage your selected cases list when new cases are assigned to a trustee.

3. Include Private Items – Selecting this option will synchronize any Calendar item in Trustee Suite that is marked private.  These items will also be marked as ‘Private’ in the Outlook Calendar.

4. Set Outlook Reminder – Selecting this option enables pop-up reminders in Outlook.  Use the drop-down list to select the time that you want the reminder to appear in Outlook.

Tasks Tab

Use the ‘Tasks’ tab to set up Trustee Suite Tasks to be synchronized with Tasks in Outlook (see the screenshot below).  Tasks synchronization begins when a user enters a Task in Trustee Suite.  This entry is sent from Trustee Suite to the ‘Tasks’ tab in Outlook.

1. Enable Task Synchronization – Select this checkbox to enable Trustee Suite Tasks synchronization with Outlook (see the screenshot above).

• Tip – If you prefer not to have Trustee Suite Tasks synchronized with Outlook, unselect the checkbox and Tasks synchronization will no longer occur.

2. Trustee Suite Task Options – There are three options for selecting cases:

• All Cases – Selecting this option enables all cases in Trustee Suite to have Tasks synchronized.  This includes all future Case Imports, Offloaded and Deactivated cases.  This option is the default system option.
• Asset Cases – Selecting this option enables only cases marked as Asset for Task synchronization.  This includes all future Asset Cases, Offloaded and Deactivated cases.
• Selected Cases (x) – Selecting this option automatically launches the Selected Cases screen, enabling you to select a specific listing of cases for Task synchronization.  Once you have completed your case selection, the number of cases selected will show in parentheses at the end of the ‘Selected Cases’ link.  These selected cases will be the only cases in Trustee Suite to have Tasks synchronized.
  • Always include new cases – Select this checkbox to include all newly imported cases in Trustee Suite to your Selected Cases list.  This option eliminates the need to continually manage your selected cases list when new cases are assigned to a trustee.

3. Include Private Tasks – Selecting this option will synchronize any Task in Trustee Suite that was marked ‘private’.  These items will also be marked as ‘Private’ in the ‘Outlook Tasks’ tab.

4. Include Non Case Tasks – Selecting this option will synchronize any Task in Trustee Suite that is not associated to a case.

5. Assigned to (x) – Trustee Suite allows users to assign tasks to other users if they have the appropriate rights.  There are two options for selecting which assigned tasks show in Outlook (Note:  To verify Access Rights for Tasks and Calendar, go to ‘Calendar Administration’ in the Calendar menu of Trustee Suite):

• Assigned only to me – Selecting this option synchronizes only Tasks that have been assigned to you in Trustee Suite.
• Assigned to – Selecting this option automatically launches the Assigned Tasks screen enabling you to select a specific listing of users whose tasks you have access rights to and whose Tasks you would like to see in Outlook.  Once completed, the number of users selected will show in the parentheses at the end of the ‘Assigned to’ link.

6. Set Outlook Reminder – Selecting this option enables pop-up reminders in Outlook.  You can use the drop-down list to select the time that you want a pop-up reminder to appear in Outlook before your Task is due.

7. Outlook Category – Outlook offers categorization of Tasks by description (if you have Outlook 2003) or color (if you have Outlook 2007).  Selecting a category in this option will assign that category to all Tasks entered into Outlook via Trustee Suite.

Professionals Tab

Use the ‘Professionals’ tab to set up Professionals/Contacts synchronization in both Trustee Suite and Outlook (see the screenshot below).  Depending on the configuration of this screen, synchronization will occur when a user enters a Professional in Trustee Suite, or a Contact in Outlook.

1. Outlook Contact Folder – Select the Outlook Contact folder where Trustee Suite will synchronize with Outlook.  This folder is where Trustee Suite Professional information is stored and from which Trustee Suite extracts Outlook Contacts (see the screenshot above).

• Note:  To allow Trustee Suite to pull information from Outlook, the ‘Enable Contact Synchronization’ option under Outlook Contact Options must be selected.

2. Enable Professional Synchronization – Select this checkbox to enable Trustee Suite Professionals synchronization with Outlook. The information synchronized from Trustee Suite will be placed in the Outlook Contact folder that was defined in #1 above.

• Tip – If you would prefer not to have Trustee Suite Professionals synchronized, unselect the checkbox and the synchronization will no longer occur.

3. Trustee Suite Professional Options – There are three options for determining which Professionals are synchronized with the Outlook Contact folder:

• All Professionals – Selecting this option enables all Professionals in Trustee Suite to be synchronized.  This option is the default system option.
• Selected Professionals (x) – Selecting this option automatically launches the Selected Professionals screen enabling you to select a specific listing of names of Professionals to be synchronized into the Outlook Contact folder.  Once you have completed your Professional selection, the number of Professionals selected will show in parentheses at the end of the ‘Selected Professionals’ link.  These selected Professionals will be the only ones in Trustee Suite to synchronize with the Outlook Contacts folder.
• Selected Professional Types (x) – Selecting this option automatically launches the Selected Professional Types screen enabling you to select a specific Professional Type to be synchronized into the Outlook Contact folder.  Once you have completed your Professional Type selection, the number of Professional Types selected will show in parentheses at the end of the ‘Selected Professional Types’ link.  When a Trustee Suite Professional has been assigned a type that is part of the selected list, that Professional will synchronize with the Outlook Contacts folder.

4. Enable Contact Synchronization – Select this checkbox to enable Outlook Contacts synchronization with Trustee Suite.  The information that is synchronized from Outlook is accessed in the Outlook Contact folder that was defined in #1 above.

• Tip – If you no longer want to have your Outlook Contacts synchronized, unselect the checkbox and the synchronization will no longer occur.

5. Outlook Contact Options – There are two options for determining which Outlook Contacts are synchronized with the Trustee Suite Professionals folder:

• All Contacts – Selecting this option enables all Contacts in the Outlook Contact Folder to be synchronized with Trustee Suite.  This option is the default system option.
• Selected Contacts (x) – Selecting this option automatically launches the Selected Contacts screen enabling you to select a specific listing of Contacts to be synchronized into Trustee Suite.  Once you have completed your selection, the number of Contacts selected will show in parentheses at the end of the ‘Selected Contacts’ link.  These selected contacts will be the only ones in the Outlook Contact folder that synchronize with Trustee Suite professionals.

6. Outlook Category – Outlook offers categorization of Tasks by description (if you have Outlook 2003) or color (if you have Outlook 2007).  Selecting a category in this option will assign that category to all contacts entered into Outlook via Trustee Suite.

QuikDocs Tab

Use the ‘QuikDocs’ tab to set up Email synchronization in Outlook with QuikDocs (see the screenshot below).  QuikDocs synchronization occurs when a user drags and drops an Outlook email into a folder that is set up to synchronize with a QuikDocs folder.  The email is sent from Outlook to QuikDocs with attachments.

1. Enable QuikDocs/email Synchronization – Select this checkbox to enable Outlook email synchronization with QuikDocs (see the screenshot above).

• Tip – If you prefer not to have Outlook emails synchronized, unselect the checkbox and email synchronization will no longer occur.

2. Folder specification grid – Select options in the grid to map your Outlook folders with QuikDocs folders and subfolders:

• Select Checkbox – Select this checkbox to include the listed record in QuikDocs/email synchronization.
• Outlook Folder – Select an Outlook folder in the drop-down list that will map to a QuikDocs folder.  Any items placed into this folder will automatically pull into the specified QuikDocs folder.
• QuikDocs Folder – Select a QuikDocs folder in the drop-down list that will receive emails from the linked Outlook folder.  This folder can be a case folder, personal folder or the multi/exception folder.
• QuikDocs Sub-Folder – This is an optional field.  Select a sub-folder that is associated with the QuikDocs folder selected in item 2 above.  If selected, the linked Outlook folder will send emails to this sub-folder.
• Add/Delete Links – Use these links to add additional records in the grid or to remove the selected records from the grid.
  • Tip – You can save time by selecting one Outlook folder to map emails into a QuikDocs Personal folder.  Once the emails arrive in QuikDocs, use the ‘Batch Move’ option to designate the emails to which the cases belong.

3. Save email attachments as individual QuikDocs documents and insert email body into the document description – Selecting this option sends all email attachments to QuikDocs as individual records and records the email body as a document description in QuikDocs.  This option saves time by eliminating the need to open the email in QuikDocs to get to the attachment.

• Add ‘-Attachment #’ to the end of the Document Title in QuikDocs – Selecting the option to ‘Save email attachments as individual QuikDocs documents’ could result in multiple QuikDocs entries if there is more than one attachment in the email.  Select this option if you would like to have the Attachment # added to the end of the Document Title of each of these records.

4. Delete item from Outlook folder once imported – Selecting this option will delete the email in Outlook once it has been sent to QuikDocs.  Select this option only if you want to save one copy of the email in QuikDocs and delete the email from Outlook.  If you need to maintain a copy within Outlook, do not select this option.