Connect New Outlook to the Smokeball Desktop App

Learn how to connect Outlook to the Smokeball Desktop App, allowing you to save emails to your matter.

Before you begin

By connecting New Outlook to the Smokeball Desktop App, please be aware of the following:

• Your Classic Outlook add-in will no longer function properly.
• New Outlook does not contain any activity tracking capability. You will have to create activity/time entries manually to track email activity.

Connecting to New Outlook

1. Open Outlook in the web browser, or the Outlook (new) app from your PC. 
2. Select the Apps icon on the left panel, then select Add apps.
   
3. Search for Smokeball in the search bar and click on "Smokeball for Outlook".
   
4. Select Add.
   
5. Once the app has been successfully added, navigate back to your Outlook inbox. 
6. Select an email and click on the Apps icon on the right-hand corner of the email.
   
7. Select Smokeball for Outlook. The Smokeball toolbar will appear from the right-hand side of the screen.
   
8. Confirm your Country and click on Connect to Smokeball.
   
9. 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 authorize the connection.
   
10. 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 will appear.
    
11. 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.
12. To save an email to a matter, select Assign.
    
    The email will then appear in the Emails tab of the matter, as an .eml file.
    

Composing an email in Smokeball

With the New Outlook Add-in, composing a new email from Smokeball will trigger New Outlook to open, and the email will automatically save back to the matter in the Smokeball Desktop App upon sending.

To send an email from Smokeball:

1. From your matter, navigate to the Emails tab and select the Email icon.
   
2. Add the recipients to the email by selecting the Add button. You can also add CCs and BCCs. Then, select Next.
   
3. New Outlook will open a New Draft Email window. Select the pencil icon on the top-right corner of the email in order to compose your email.
   
   • Note: You may have to log in to Outlook again if it's the first time you are composing an email after installing the New Outlook integration.
     
4. Select Apps from the toolbar, then select Smokeball for Outlook again to display the Smokeball toolbar. This is where you can view the matter that this email will save to, and also attach any files from the matter to your email.
   
5. Once you are done composing your email, select Send. 
   • Note: You will be redirected to the New Draft Email window after sending. This is expected behavior and it is safe to close that window at this point. Disregard the "[Draft] This message hasn't been sent." messaging.
     
6. Your sent email will appear on the matter.