Selecting a public Outlook folder for client email

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Use the Outlook Public Folder dialog to choose the Outlook public folder location that you would like Practice CS to access when searching for client email messages.

Note: If your firm is running Practice CS in a Virtual Office CS or Software as a Service (SaaS) environment, you cannot create Outlook public folders. Instead, follow these steps to create a subfolder within your Firm ID shared folder (for example, 12345_Shared).

  1. From the Setup menu, choose System Configuration > Outlook > Public Folder.
  2. Mark the Access Outlook Public folder checkbox.
  3. Click the More More button button to open the Select Folder dialog.

    Note: This is an Outlook dialog, and may open behind the Practice CS window. Change the focus to Outlook to see this dialog.

  4. In the folder list, navigate to the public Outlook folder that you want Practice CS to access when searching for client email messages.

    Note: If the folder does not yet exist, you can create it.

    1. Do one of the following.
      • Local installation: In the Select Folder dialog, expand the Public Folders in the Folders List, select the folder in which the new folder will be created, and click the New button.
      • Virtual Office CS or Software as a Service (SaaS): In the Select Folder dialog, expand the shared folder for your firm ID (for example, 12345_Shared), right-click, and select New Folder from the context menu.
    2. In the Create Folder dialog, enter a name for the new folder, and click OK.
    3. In the Select Folder dialog, click the new folder you created.

    Public folders are available in Outlook’s Folder List. You must be logged in to your Microsoft Exchange Server to access public folders.

  5. Click OK.

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