CREATE OUTLOOK RULE

  Instructions from your Desktop

  1. Click “File” in the top left hand corner of Outlook
  2. Click “Manage Rules & Alerts” icon
  3.  Click “New Rule” and choose “Apply rule on messages I receive” > click “Next”

  4. Check box for “with specific words in the body
  5. Then under Step 2 section > click on “Specific Words” link
  6. Type in LTB-allday > click “Add” > click “OK” > Click “Next”
    *Option: If you do not want to have to accept appointments, instead of LTB-allday, write LTBUID
  7. Select the top box “move it to the specified folder” > click on “Specified” link in step 2 > click “New” to create a new folder and name it “LTB Deadlines” > click “OK” > click “Next” > click “Finished”

**If your current rule is set to LTBUID, and you would like to switch it to LTB-allday so you will be prompted to  manually accept time of day appointments, click here for instructions.

 

OPTIONAL RULE (Desktop): If you prefer that your users do not get notified when new matters are created, apply the following rule create another rule exactly as above, except on Step 6 type in View group in Outlook

Instructions from OWA

(Online Web Access)

  1. Log into Office 365 > Outlook > click the settings wheel in the top right hand corner
  2. Click “Mail” under “Your app settings” section
  3. On the left hand side of the screen click “Inbox and sweep rules”
  4. Click “+” to add new inbox rule
  5. Name: LTB Deadlines
    When the message arrives, and it matches all of these conditions: it includes these words in the subject or body > “LTB-allday”
    Do all of the following: Move the message to folder… > “LTB Deadlines” (create a new folder)
  6. Click “OK”

OPTIONAL RULE (OWA): If you prefer that your users do not get notified when new matters are created, apply the following rule (note: if you apply this rule, it will be applied to all Groups created, not just groups created by LawToolBox)

  1. Follow Steps 1 – 4 above
  2. On Step 5
    When the message arrives, and it matches all of these conditions: it includes these words in the subject or body > View group in Outlook
    Do all of the following: Move the message to folder… > “LTB Deadlines”
  3. Click OK