{"id":188,"date":"2024-12-03T21:49:09","date_gmt":"2024-12-03T21:49:09","guid":{"rendered":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/using-the-outlook-add-in\/"},"modified":"2024-12-03T21:58:52","modified_gmt":"2024-12-03T21:58:52","slug":"using-the-outlook-add-in","status":"publish","type":"question","link":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/using-the-outlook-add-in\/","title":{"rendered":"Using the Outlook Add-in"},"content":{"rendered":"<h2>What is the Dashboard Legal Outlook Add-in?<\/h2>\n<p>The add-in extends your Microsoft Outlook experience, allowing you to interface with your Dashboard Legal tasks, and quickly save emails\/attachments to the right place in DBL.<\/p>\n<p>The add-in is available on the following platforms, as long as you have an active o365 subscription:<\/p>\n<ul>\n<li>Outlook on the web<\/li>\n<li>New Outlook on Windows<\/li>\n<li>Outlook 2016 or later on Windows (connected to a Microsoft 365 account)<\/li>\n<li>Outlook on Mac<\/li>\n<li>Outlook on Android\/iOS<\/li>\n<\/ul>\n<p>In order to get the add-in in your Outlook environment, please follow <a href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/installing-the-outlook-add-in\/\">this guide<\/a>.<\/p>\n<h2>Opening the DBL Outlook Add-in Taskpane<\/h2>\n<p>Open an email in your outlook, and press the &#8220;Apps&#8221; icon<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-189\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-apps-icon-300x102.png\" alt=\"dbl-outlook-apps\" width=\"365\" height=\"124\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-apps-icon.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-apps-icon.png 756w\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" \/><\/p>\n<p>Then press the one called &#8220;Dashboard Legal&#8221;. If you don&#8217;t don&#8217;t see Dashboard Legal, please follow <a href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/installing-the-outlook-add-in\/\">this guide<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-191\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-apps-list-273x300.png\" alt=\"dbl-outlook-app\" width=\"355\" height=\"390\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-apps-list.png 273w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-apps-list.png 682w\" sizes=\"auto, (max-width: 355px) 100vw, 355px\" \/><\/p>\n<p>Pressing the icon will open the Dashboard Legal add-in taskpane.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-190\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-taskpane-300x218.png\" alt=\"dbl-outlook-taskpane\" width=\"524\" height=\"381\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-taskpane.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-taskpane.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-taskpane.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-taskpane.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-taskpane.png 2048w\" sizes=\"auto, (max-width: 524px) 100vw, 524px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2>Logging into Dashboard Legal<\/h2>\n<p>When you press the &#8220;Log In&#8221; button, you&#8217;ll be asked to open a popup and then will go through the Dashboard Legal authentication process. Please log in with your typical Dashboard Legal credentials and approve the permissions required.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-194\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-popup-300x223.png\" alt=\"\" width=\"461\" height=\"343\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-popup.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-popup.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-popup.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-popup.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-popup.png 2048w\" sizes=\"auto, (max-width: 461px) 100vw, 461px\" \/>.\u00a0 \u00a0 \u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-193\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-permissions-300x236.png\" alt=\"\" width=\"405\" height=\"318\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-permissions.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-permissions.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-permissions.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-permissions.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-permissions.png 2048w\" sizes=\"auto, (max-width: 405px) 100vw, 405px\" \/><\/p>\n<p>The taskpane should now refresh on its own and you should see a screenshot like the below, which has the email context. If the taskpane does not refresh automatically, press the &#8220;I logged in, refresh&#8221; button<\/p>\n<h2>Using the add-in to save email context to DBL<\/h2>\n<p>You won&#8217;t have to log in every time you use the add-in. If you&#8217;ve logged in today, whenever you open the DBL taskpane you will likely already be logged in, and you&#8217;ll see this screen that has the context of the current email you are viewing.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-192\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-email-view-300x224.png\" alt=\"\" width=\"508\" height=\"379\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-email-view.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-email-view.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-email-view.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-email-view.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/outlook-email-view.png 2048w\" sizes=\"auto, (max-width: 508px) 100vw, 508px\" \/><\/p>\n<h3>Saving an email to an existing task<\/h3>\n<p>To save the email to an existing task, press the &#8220;Attach to DBL Task&#8221; button and select the appropriate checklist\/task.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-195\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/existing-task-300x225.png\" alt=\"\" width=\"387\" height=\"290\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/existing-task.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/existing-task.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/existing-task.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/existing-task.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/existing-task.png 2048w\" sizes=\"auto, (max-width: 387px) 100vw, 387px\" \/>\u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-197\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/attached-300x222.png\" alt=\"\" width=\"361\" height=\"267\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/attached.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/attached.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/attached.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/attached.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/attached.png 2048w\" sizes=\"auto, (max-width: 361px) 100vw, 361px\" \/>\u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-196\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/done-300x225.png\" alt=\"\" width=\"395\" height=\"296\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/done.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/done.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/done.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/done.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/done.png 2048w\" sizes=\"auto, (max-width: 395px) 100vw, 395px\" \/><\/p>\n<p>After you&#8217;ve attached the email to the task, you can press the &#8220;View Task in DBL&#8221; button to see that task, and the email context will be included in the attachments section.<\/p>\n<p>If you re-open the taskpane on an email you&#8217;ve already saved, it will show you that this email is attached to a task. You can click on its link to view it in DBL, instead of attaching it a second time.<\/p>\n<h3>Creating a new task<\/h3>\n<p>You can also create new tasks from the Outlook add-in. Just select the checklist and set the appropriate fields. The only one required is title, others are optional.<\/p>\n<p>Note that in this case we&#8217;re viewing an email with attachments, so we have the option of saving not just the email but the attachments for this email as well.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-200\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-300x224.png\" alt=\"\" width=\"379\" height=\"283\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task.png 2048w\" sizes=\"auto, (max-width: 379px) 100vw, 379px\" \/>. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-198\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-form-300x224.png\" alt=\"\" width=\"392\" height=\"293\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-form.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-form.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-form.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-form.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-form.png 2048w\" sizes=\"auto, (max-width: 392px) 100vw, 392px\" \/>\u00a0 \u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-199\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-done-300x223.png\" alt=\"\" width=\"360\" height=\"268\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-done.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-done.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-done.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-done.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/12\/new-task-done.png 2048w\" sizes=\"auto, (max-width: 360px) 100vw, 360px\" \/><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"template":"","format":"standard","question-category":[19],"class_list":["post-188","question","type-question","status-publish","format-standard","hentry","question-category-outlook-add-in"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Using the Outlook Add-in - Dashboard Legal Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/using-the-outlook-add-in\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using the Outlook Add-in - Dashboard Legal Help\" \/>\n<meta property=\"og:description\" content=\"What is the Dashboard Legal Outlook Add-in? 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