MatterSphere - Creating private emails whilst connected to MatterSphere

If you need to create an Email that’s not related to a Matter you don’t need to disconnect from MatterSphere to do this.

In Outlook, click the New Email button on the toolbar.

Create your email as normal and click the Send button.

The Select Associate screen will be displayed.

 

Instead of clicking Proceed to find an Associate, click the Private Email button.

An email will be created that will appear in your Inbox only i.e. not associated to a Matter.