This release includes an update to the documents tab to enable users to drag & drop emails directly from outlook, into the documents tab. This enhancement is specifically for Windows Users.
Users will need to set this up through Sundry > Outlook – DnD Add-In
Follow the prompts in the screen as listed below
You will be forced to close your outlook application if it is running during installation.
Once successfully installed select ‘OK’
Open outlook & select: File > Options
Verify ‘DnD to HTML5 Addin for Microsoft Outlook’ is listed under ‘Active Application Add-ins’
Select ‘OK’ & you will be able to save emails by dragging & dropping the email from your Outlook into the documents tab of Expedient.