Learn how to connect Outlook to Smokeball Boost, allowing you to save emails to your matter.
This feature is currently undergoing beta testing.
The Outlook Add-in is currently only available for firms on the Smokeball Boost plan. If you are on Smokeball Grow or Prosper+, continue using the Classic Outlook Integration to retain all features. For more information, refer to our Frequently Asked Questions on New Outlook.
- Open Outlook in the web browser.
- Select the Apps icon on the left panel, then select Add apps.
- Search for Smokeball in the search bar and click on "Smokeball for Outlook".
- Select Add.
- Once the app has been successfully added, navigate back to your Outlook inbox.Â
- Select an email and click on the Apps icon on the right-hand corner of the email.
- Select Smokeball for Outlook. The Smokeball toolbar will appear from the right-hand side of the screen.
- Confirm your Country and click on Connect to Smokeball.
- A new window will open in your browser. Follow the prompts to log in. You may also be asked to log in to Microsoft to authorise the connection.
- Once you have logged in successfully, the Smokeball for Outlook toolbar will appear on the right-hand side. This is where your most recently worked on matters in Smokeball Boost will appear.
- For your convenience, select the Pin icon to keep the toolbar in view every time you use Outlook.
If you accidentally close the toolbar, you can access it again by selecting the Apps icon in the email as seen in Step 6. - To save an email to a matter, select Save to Matter. The email will then appear in the Documents tab of the matter, as an .eml file. They will also be denoted by a Mail icon.
- Click on the email to preview or download it directly from Smokeball Boost.
- Click on the email to preview or download it directly from Smokeball Boost.