Quick Save is a new feature introduced in the Litify Inbox Spring ’21 release which allows users to quickly save emails to a suggested Matter or Intake record.
A reminder that “suggested records” are Matter or Intake records where the Client has the same email address as in the To/From/CC field from the email you’ve selected.
Additional Considerations
When using the Quick Save feature, it’s important to keep the following in mind:
- The Quick Save feature allows saving only email to only one record at a time.
- If an email saved to Litify with Quick Save has any attachments on it, these will not be saved.
How Does Quick Save Work?
- Navigate to the email that you want to save to Litify and open Litify Inbox.
- If the sender’s email address is associated with a Matter or Intake Client, all these records will be displayed in the sidebar.
- If the sender’s email address is associated with a Matter or Intake Client, all these records will be displayed in the sidebar.
- Hover over the Matter Card you’d like to save the email to.
- This should display a tool-tip that reminds you that clicking this card will save the email.
- This should display a tool-tip that reminds you that clicking this card will save the email.
- Click the Matter or Intake card.
- Once an Email is saved you will see the Green Success Message (1) and the Matter record this email was saved to will also be indicated with a green checkmark (2).
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