This document discusses four approaches for managing client emails:
1. Using the built-in capabilities of Outlook 2007 such as organizing emails into folders and saving multiple emails as text files.
2. Using Outlook add-ons called electronic filing assistants and inbox organizers to help file emails efficiently.
3. Using Adobe Acrobat to convert emails into searchable PDF archives.
4. Using case or document management software to centralize all client data including emails and documents.
This presentation gives details about Email Parser, how it is used in Kayako along with the comparison of email parser of some products. In the end there is a case study how the email parser helped them in overcoming issues they faced.
This document provides an agenda for a technology training session on December 17, 2014. The session will cover topics in Microsoft Excel, Outlook, email, and creating help desk tickets. The Excel portion will include tutorials on pivot tables, using graphics in charts, and inserting Excel data into Word. The Outlook section will cover separating contacts, defining read emails, writing rules, and connecting to social media. The email topics are separating personal and professional messages, malware, current policy review, and dealing with phishing scams. The session will conclude with an overview of the West Chester technology blog and how to create help desk tickets.
This document provides an overview and comparison of different email programs and services, including Outlook Express, Thunderbird, Opera M2Client, and web-based services like Gmail and Hotmail. It discusses the basic features and configuration of email, including addressing, attachments, addressing books, and etiquette. Issues like spam and privacy related to web-based services are also covered.
This document provides an overview of email, including:
- A brief history, noting that Ray Tomlinson invented internet-based email in 1971 using the @ symbol to indicate a user and host computer.
- An explanation of how email works, from a sender composing a message, it being sent to an SMTP server and found the recipient's server, and then the recipient downloading the message.
- The key parts of an email, including the header with information like sender, subject, date, and the message body containing the actual content.
XML (Extensible Markup Language) is a markup language that defines a set of rules for encoding documents in a format that is both human-readable and machine-readable. It is used to carry and store data, rather than display it. The document defines XML, compares it to HTML, outlines its syntax rules and uses, and how to view and style XML documents with CSS. Key points made include that XML was designed to structure, store, and transport data, that it allows users to define their own elements and tags, and that XML documents form a tree structure.
E-mail is a major breakthrough in communication that allows fast digital messaging over networks like the Internet. An e-mail address contains a username, domain name separated by an @ sign, and a domain extension like .com or .edu that indicates the type of organization. To send an e-mail, one enters the recipient's address, an optional subject and message body, and can attach files using the paperclip icon before clicking send.
This document discusses four approaches for managing client emails:
1. Using the built-in capabilities of Outlook 2007 such as organizing emails into folders and saving multiple emails as text files.
2. Using Outlook add-ons called electronic filing assistants and inbox organizers to help file emails efficiently.
3. Using Adobe Acrobat to convert emails into searchable PDF archives.
4. Using case or document management software to centralize all client data including emails and documents.
This presentation gives details about Email Parser, how it is used in Kayako along with the comparison of email parser of some products. In the end there is a case study how the email parser helped them in overcoming issues they faced.
This document provides an agenda for a technology training session on December 17, 2014. The session will cover topics in Microsoft Excel, Outlook, email, and creating help desk tickets. The Excel portion will include tutorials on pivot tables, using graphics in charts, and inserting Excel data into Word. The Outlook section will cover separating contacts, defining read emails, writing rules, and connecting to social media. The email topics are separating personal and professional messages, malware, current policy review, and dealing with phishing scams. The session will conclude with an overview of the West Chester technology blog and how to create help desk tickets.
This document provides an overview and comparison of different email programs and services, including Outlook Express, Thunderbird, Opera M2Client, and web-based services like Gmail and Hotmail. It discusses the basic features and configuration of email, including addressing, attachments, addressing books, and etiquette. Issues like spam and privacy related to web-based services are also covered.
This document provides an overview of email, including:
- A brief history, noting that Ray Tomlinson invented internet-based email in 1971 using the @ symbol to indicate a user and host computer.
- An explanation of how email works, from a sender composing a message, it being sent to an SMTP server and found the recipient's server, and then the recipient downloading the message.
- The key parts of an email, including the header with information like sender, subject, date, and the message body containing the actual content.
XML (Extensible Markup Language) is a markup language that defines a set of rules for encoding documents in a format that is both human-readable and machine-readable. It is used to carry and store data, rather than display it. The document defines XML, compares it to HTML, outlines its syntax rules and uses, and how to view and style XML documents with CSS. Key points made include that XML was designed to structure, store, and transport data, that it allows users to define their own elements and tags, and that XML documents form a tree structure.
E-mail is a major breakthrough in communication that allows fast digital messaging over networks like the Internet. An e-mail address contains a username, domain name separated by an @ sign, and a domain extension like .com or .edu that indicates the type of organization. To send an e-mail, one enters the recipient's address, an optional subject and message body, and can attach files using the paperclip icon before clicking send.
The document provides 24 tips for creating HTML newsletters. Some key tips include:
1. Code emails by hand instead of using WYSIWYG editors which can add extra code.
2. Use HTML tables for layout and keep emails between 500-620 pixels wide with fixed widths.
3. Include inline CSS styles instead of linking to external stylesheets which may be stripped out.
4. Test images to ensure proper display across clients as images can shift pixels between programs.
This module teaches how to use Microsoft Outlook more efficiently. It covers entering recipient fields, typing and formatting messages, attaching files, and creating email signatures. Specific instructions are provided on composing an email, including addressing, writing the message, attaching a file about a dentist appointment, and adding a signature. The finished email product is reviewed at the end.
This document provides an overview of a webinar on using macros to customize outputs from VisibleThread Docs. The webinar covers how to record macros in Excel to automate tasks, add custom macros to the VT macro template, and test macros. It also discusses writing macros using VBA code for more advanced customization. The webinar includes examples of macros that could format columns, combine content from different volumes, and conditionally highlight text.
The document provides instructions for setting up and using an email account. It explains how to choose an email provider, set up an account, add contacts, compose and send emails, read received emails, and organize emails in folders like trash. It also discusses the importance of maintaining an email list to effectively communicate with contacts and participants about events.
The document provides an introduction to XML, explaining what it is, how it differs from HTML, its core syntax rules and uses. The key points are:
1. XML stands for Extensible Markup Language and is used to carry and store data, unlike HTML which is used to display data. XML allows users to define their own tags.
2. XML documents form a tree structure with a root element and child elements. All elements must have a closing tag and be properly nested.
3. XML is commonly used to transport and share data between incompatible systems by storing data in a standardized, readable text format. It also separates data from presentation to simplify updating dynamic web pages.
This document summarizes a virtual webinar hosted by VisibleThread on using their VT Docs software. The webinar covered three key features: [1] using the acronym report to extract acronym lists from documents and check for inconsistencies, [2] comparing two documents side-by-side to identify changes, and [3] comparing Excel files sheet-by-sheet. The webinar provided demonstrations of how each feature works in VT Docs and discussed their advantages over alternative tools like Word and Excel.
workshop on email etiquette .define by meaning,its uses,importance of email .and also define by the elements of with the general format, attachments, delivery of email also and its process .when email won"t work and also its conclusion.
This document summarizes an Outlook 2003 training course on using the junk email filter. The course covers how the filter works, managing safe and blocked sender lists, and privacy settings regarding blocked images. It includes sample questions to test understanding and suggests practicing with Outlook 2003. The goal is to help users make full use of the junk email filter to reduce spam in their inbox.
The document provides notes from a Web Programming course covering topics like the Internet, intranets, protocols, the World Wide Web, web pages, web browsers, websites, URLs, domain names, HTML, and more. Key definitions and explanations are given for each topic. Differences between concepts like the web and Internet, static and dynamic pages, GET and POST requests, and HTML vs DHTML are outlined. HTML tags for headings, paragraphs, and horizontal rules are demonstrated.
Have you ever had that moment when you had a typographical error and you need to edit your PDF? well if you don't have Adobe Acrobat, there are other ways you can remove that error. Here are the ways you can do so with our hacks.
Tool link: https://deftpdf.com/pdf-editor
This document provides an overview and lessons for a training course on controlling how email messages are formatted and viewed in Microsoft Outlook 2003. The course covers choosing the appropriate format for sending emails based on the recipient, and controlling how incoming emails are displayed. It discusses the differences between HTML, Rich Text, and Plain Text formats and their effect on attachment display and message size. Lessons include selecting a sending format, setting contact-specific defaults, and customizing the appearance of replies and forwards.
The document discusses common problems law firms have with filing client emails and provides recommendations on how to properly process and retain client emails. It recommends that emails should be saved electronically in the client's folder along with other case documents. For solo practitioners, it recommends filing emails as they are received. For those with staff, it discusses options of having staff file emails from the attorney's inbox or giving staff full access to the inbox. It provides tips such as training staff, keeping personal emails separate, using spam filters, unsubscribing from emails, and downloading webmail to a local program to facilitate proper email filing.
Electronic mail (email) is the most widely used service on the Internet. Email allows users to send messages to one or many recipients anywhere in the world almost instantly. An email address contains a username and domain name separated by an "@" symbol. Emails are sent and received through mail servers and delivered between servers using standard protocols. Attachments can also be included with emails to share files. Basic email functions include composing, sending, receiving, replying, and organizing messages into folders.
E-mail is becoming a primary method of communication in offices. When sending e-mails, one should include a descriptive subject line, greeting, complete sentences, proper closing, and signature with contact details. It is important to carefully check addresses, spelling, grammar, and content before sending. Best practices like using encryption and confirming addresses can avoid mistakes and privilege waivers.
This document provides guidelines for proper email etiquette, including responsibilities of users, activities to avoid, and tips. It states that email should be used responsibly and legally as a business tool. Users are responsible for their email content and actions. The guidelines suggest keeping emails brief, protecting passwords, avoiding offensive content, and not overusing email for personal or non-business matters.
The document discusses the importance of email management and outlines challenges with the default Microsoft Outlook system. It proposes a solution called Hazel Outlook Add-in which allows centralized archiving of emails outside the Outlook data file for improved organization, collaboration, retrieval and to avoid data loss. Key benefits include reducing email clutter, facilitating template-based email creation, providing access to archived emails, attachments and reports to authorized users.
This document provides four simple ways for lawyers to save client emails in Outlook:
1. Use Outlook's built-in capabilities to save emails as text files that can be organized in folders corresponding to client and case folders.
2. Use Adobe Acrobat to convert email folders to PDF files that can be saved and appended to existing client files.
3. Use the QuickFile 4Outlook add-in to create an email filing system linked to paper client files and move emails out of the inbox.
4. Consider case management software that integrates emails and attachments directly into digital client files without remaining in the inbox. Any of these methods can help lawyers better organize client communication.
The document discusses issues with traditional email management in Microsoft Outlook and proposes solutions using an add-in called Hazel Outlook Add-in. Key issues include emails being scattered across devices and PST files, difficulty retrieving important emails, slow performance over time. The add-in aims to archive emails in a centralized location, provide multiple retrieval options, facilitate template-based email creation, and optimize Outlook performance. It also allows authorized access to archived emails and integrates email management with document storage.
Session 4 StudioX EMEA email automation.pdfCristina Vidu
🦸🏽♀️🦸🏻♂️Target audience:
Aspiring Citizen Developers 👉 non-IT professionals, accountants/finance analysts, logistics, business analysts, operations analysts, HR, process consultants, procurement, students
📕 Agenda:
Hello & welcome to RPA Summer School
Examples of Outlook & Gmail process automations to cut repetitive tasks
Open StudioX and download exercise pack
Your first Outlook mail automation bot
A peep at Gmail automation
Interaction and O&A
Academy follow-up and examples
Your trainers:
👩🏻💻 Lovely Sinha, UiPath MVP 2022, Associate @JPMorgan Chase & Co.
👨🏼💻 Dillan Hackett, UiPath MVP 2022, Partner & Director @Tquila Automation
The document provides tips for organizing and managing emails in Outlook. It recommends creating folders to file emails, monitoring mailbox size, handling emails that require different levels of action, and searching emails effectively. Key tips include developing a filing system, scheduling time to act on complex emails, emptying the deleted items folder, and choosing focused times to check and clear emails.
The document provides 24 tips for creating HTML newsletters. Some key tips include:
1. Code emails by hand instead of using WYSIWYG editors which can add extra code.
2. Use HTML tables for layout and keep emails between 500-620 pixels wide with fixed widths.
3. Include inline CSS styles instead of linking to external stylesheets which may be stripped out.
4. Test images to ensure proper display across clients as images can shift pixels between programs.
This module teaches how to use Microsoft Outlook more efficiently. It covers entering recipient fields, typing and formatting messages, attaching files, and creating email signatures. Specific instructions are provided on composing an email, including addressing, writing the message, attaching a file about a dentist appointment, and adding a signature. The finished email product is reviewed at the end.
This document provides an overview of a webinar on using macros to customize outputs from VisibleThread Docs. The webinar covers how to record macros in Excel to automate tasks, add custom macros to the VT macro template, and test macros. It also discusses writing macros using VBA code for more advanced customization. The webinar includes examples of macros that could format columns, combine content from different volumes, and conditionally highlight text.
The document provides instructions for setting up and using an email account. It explains how to choose an email provider, set up an account, add contacts, compose and send emails, read received emails, and organize emails in folders like trash. It also discusses the importance of maintaining an email list to effectively communicate with contacts and participants about events.
The document provides an introduction to XML, explaining what it is, how it differs from HTML, its core syntax rules and uses. The key points are:
1. XML stands for Extensible Markup Language and is used to carry and store data, unlike HTML which is used to display data. XML allows users to define their own tags.
2. XML documents form a tree structure with a root element and child elements. All elements must have a closing tag and be properly nested.
3. XML is commonly used to transport and share data between incompatible systems by storing data in a standardized, readable text format. It also separates data from presentation to simplify updating dynamic web pages.
This document summarizes a virtual webinar hosted by VisibleThread on using their VT Docs software. The webinar covered three key features: [1] using the acronym report to extract acronym lists from documents and check for inconsistencies, [2] comparing two documents side-by-side to identify changes, and [3] comparing Excel files sheet-by-sheet. The webinar provided demonstrations of how each feature works in VT Docs and discussed their advantages over alternative tools like Word and Excel.
workshop on email etiquette .define by meaning,its uses,importance of email .and also define by the elements of with the general format, attachments, delivery of email also and its process .when email won"t work and also its conclusion.
This document summarizes an Outlook 2003 training course on using the junk email filter. The course covers how the filter works, managing safe and blocked sender lists, and privacy settings regarding blocked images. It includes sample questions to test understanding and suggests practicing with Outlook 2003. The goal is to help users make full use of the junk email filter to reduce spam in their inbox.
The document provides notes from a Web Programming course covering topics like the Internet, intranets, protocols, the World Wide Web, web pages, web browsers, websites, URLs, domain names, HTML, and more. Key definitions and explanations are given for each topic. Differences between concepts like the web and Internet, static and dynamic pages, GET and POST requests, and HTML vs DHTML are outlined. HTML tags for headings, paragraphs, and horizontal rules are demonstrated.
Have you ever had that moment when you had a typographical error and you need to edit your PDF? well if you don't have Adobe Acrobat, there are other ways you can remove that error. Here are the ways you can do so with our hacks.
Tool link: https://deftpdf.com/pdf-editor
This document provides an overview and lessons for a training course on controlling how email messages are formatted and viewed in Microsoft Outlook 2003. The course covers choosing the appropriate format for sending emails based on the recipient, and controlling how incoming emails are displayed. It discusses the differences between HTML, Rich Text, and Plain Text formats and their effect on attachment display and message size. Lessons include selecting a sending format, setting contact-specific defaults, and customizing the appearance of replies and forwards.
The document discusses common problems law firms have with filing client emails and provides recommendations on how to properly process and retain client emails. It recommends that emails should be saved electronically in the client's folder along with other case documents. For solo practitioners, it recommends filing emails as they are received. For those with staff, it discusses options of having staff file emails from the attorney's inbox or giving staff full access to the inbox. It provides tips such as training staff, keeping personal emails separate, using spam filters, unsubscribing from emails, and downloading webmail to a local program to facilitate proper email filing.
Electronic mail (email) is the most widely used service on the Internet. Email allows users to send messages to one or many recipients anywhere in the world almost instantly. An email address contains a username and domain name separated by an "@" symbol. Emails are sent and received through mail servers and delivered between servers using standard protocols. Attachments can also be included with emails to share files. Basic email functions include composing, sending, receiving, replying, and organizing messages into folders.
E-mail is becoming a primary method of communication in offices. When sending e-mails, one should include a descriptive subject line, greeting, complete sentences, proper closing, and signature with contact details. It is important to carefully check addresses, spelling, grammar, and content before sending. Best practices like using encryption and confirming addresses can avoid mistakes and privilege waivers.
This document provides guidelines for proper email etiquette, including responsibilities of users, activities to avoid, and tips. It states that email should be used responsibly and legally as a business tool. Users are responsible for their email content and actions. The guidelines suggest keeping emails brief, protecting passwords, avoiding offensive content, and not overusing email for personal or non-business matters.
The document discusses the importance of email management and outlines challenges with the default Microsoft Outlook system. It proposes a solution called Hazel Outlook Add-in which allows centralized archiving of emails outside the Outlook data file for improved organization, collaboration, retrieval and to avoid data loss. Key benefits include reducing email clutter, facilitating template-based email creation, providing access to archived emails, attachments and reports to authorized users.
This document provides four simple ways for lawyers to save client emails in Outlook:
1. Use Outlook's built-in capabilities to save emails as text files that can be organized in folders corresponding to client and case folders.
2. Use Adobe Acrobat to convert email folders to PDF files that can be saved and appended to existing client files.
3. Use the QuickFile 4Outlook add-in to create an email filing system linked to paper client files and move emails out of the inbox.
4. Consider case management software that integrates emails and attachments directly into digital client files without remaining in the inbox. Any of these methods can help lawyers better organize client communication.
The document discusses issues with traditional email management in Microsoft Outlook and proposes solutions using an add-in called Hazel Outlook Add-in. Key issues include emails being scattered across devices and PST files, difficulty retrieving important emails, slow performance over time. The add-in aims to archive emails in a centralized location, provide multiple retrieval options, facilitate template-based email creation, and optimize Outlook performance. It also allows authorized access to archived emails and integrates email management with document storage.
Session 4 StudioX EMEA email automation.pdfCristina Vidu
🦸🏽♀️🦸🏻♂️Target audience:
Aspiring Citizen Developers 👉 non-IT professionals, accountants/finance analysts, logistics, business analysts, operations analysts, HR, process consultants, procurement, students
📕 Agenda:
Hello & welcome to RPA Summer School
Examples of Outlook & Gmail process automations to cut repetitive tasks
Open StudioX and download exercise pack
Your first Outlook mail automation bot
A peep at Gmail automation
Interaction and O&A
Academy follow-up and examples
Your trainers:
👩🏻💻 Lovely Sinha, UiPath MVP 2022, Associate @JPMorgan Chase & Co.
👨🏼💻 Dillan Hackett, UiPath MVP 2022, Partner & Director @Tquila Automation
The document provides tips for organizing and managing emails in Outlook. It recommends creating folders to file emails, monitoring mailbox size, handling emails that require different levels of action, and searching emails effectively. Key tips include developing a filing system, scheduling time to act on complex emails, emptying the deleted items folder, and choosing focused times to check and clear emails.
Having an individual duplicate of your work messages can prove to be useful both when you leave a task. You can allude to them later, for instance, to archive criticism you got or projects you dealt with — maybe for tests for your next gig.
Read More :- https://www.mailsbackup.com/
DocLook Reach is an email management software that allows users to view archived emails within Outlook, share emails across an organization, and reduce the size of PST files and the Exchange server. It provides transparent sharing of emails with security permissions. Emails are fully searchable and accessible from anywhere. DocLook Reach reduces storage usage on servers and hard drives by archiving emails in one location and merging email conversations.
RPA Summer School Session 4: Automate Outlook and Gmail with easeCristina Vidu
In this session, you will learn how to integrate Outlook and Gmail, two very popular email clients, into your UiPath StudioX workflows by learning how to use Actions and Resources related to Outlook and Gmail automations. We shall use mail activities (action cards) to automate sending, sorting, saving and further processing of emails and email attachments via Outlook and Gmail.
18:00 Hello & welcome to RPA Summer School
18:05 Examples of Outlook & Gmail process automations to cut repetitive tasks
18:15 Open StudioX and download exercise pack
18:20 Your first Outlook mail automation bot
18:50 A peep at Gmail automation
19:00 Interaction and O&A
19:20 Academy follow-up and examples. Goodbyes
The Cathedral High School website effectively communicates information to its intended audiences.
It clearly conveys the school's mission of providing a holistic and competitive education in an intellectual, athletic, and spiritual environment. The website is well-organized and easy to navigate, with separate sections for current students, parents, and prospective students. It provides relevant information such as academic programs, sports and extracurricular activities, tuition and admissions processes. Overall, the website successfully showcases the school and allows all stakeholder groups to easily access important information.
5 email data management strategies and choosing the right oneVaultastic
This document discusses email data management strategies and choosing the right one. It begins by noting that a business user transacts 129 emails per day and mailboxes are growing by 4GB per year. This growth creates a need to manage email data better. The document then discusses four main reasons to improve email management: 1) Safeguarding critical information, 2) Adhering to regulations, 3) Preventing vendor lock-in, and 4) Enabling knowledge discovery. It also notes that 67% of data loss is caused by hardware failures. The document compares email backup and archiving approaches and outlines some popular current management strategies and their drawbacks. It concludes by introducing a hierarchical storage architecture that uses both primary and cloud-based
Email is the lifeblood of modern business, without which productivity and day-to-day communications soon break down. Incidents such as the failure of BlackBerry maker RIM’s back-end systems which crippled millions of BlackBerry email smartphones serve as an easy reminder of just how important email is today.
EMAIL INTRODUCTION (ALL FEATURES INCLUDED).pptxpkm16499
Electronic mail, or email, allows users to exchange messages electronically. An email consists of an address, header, body, signature, and possible attachments. To send an email, a user enters the recipient's address and composes a message with a subject in the appropriate fields. Common email actions include reading, replying, deleting and composing messages. Email is a convenient way to communicate but lacks the personal aspect of other communication methods and messages can potentially be forged.
The document provides guidance on identifying, organizing, preserving, and managing email records for state employees. It notes that 90% of new records are created electronically and email comprises most new electronic records. It emphasizes the need to identify email that are records versus non-records, and to utilize tools to organize, retain, and dispose of email records appropriately according to retention schedules.
Definition, Mechanism, Format, Anatomy, Working with E-mail, Starting the email, Reading email, Composing email, Replying email, Deleting email, Exiting email, E-mail Protocols, Merits of E-mail, Limitation of E-mail etc.
The document provides information on basic computer operations including folders, saving documents, menus, windows, applications like email, and internet usage. It explains that folders on a computer store files similarly to folders in a filing cabinet. Documents are usually saved into folders and saving allows files to be named and stored for future use. Menus are lists of options that can be selected, and windows are boxes on the screen that display contents and functions when programs, files or folders are opened. It also overview email features and applications, browsers, searching the internet, and security risks online.
Similar to Documenting Email as Part of the Client File (20)
This document discusses protecting law firm operating and IOLTA bank accounts from fraud. It notes that under the UCC, business accounts like IOLTA accounts may not be protected if signatures are forged. It recommends setting up fraud prevention services like positive pay, reverse positive pay, ACH controls, and proxy accounts to match checks written against those presented for payment and filter electronic transactions. These services can help detect non-matching checks and block unauthorized electronic money movement. Using proxy account numbers instead of actual account numbers when receiving payments can also help protect accounts from being compromised. Staying aware of the latest scams is also advised.
The document discusses different methods of communicating with clients and when each is appropriate. It recommends choosing a method that builds the client relationship rather than just being convenient. For routine updates, email or texts are fine, but clients should be notified to expect this. If a client question is unclear or complicated, a phone call is best to clarify quickly rather than an email exchange. Communicating inconveniently should be avoided, as should chronic procrastination, as this damages client relationships over time. The best approach is to discuss communication preferences with clients and use phone or video calls for important, complicated or anxiety-provoking matters.
Scammers will continue to find new ways to scam people despite prevention efforts. The FTC provides resources to help identify and report scams that are commonly carried out through email or phone. Some classic signs of a scam include unsolicited contact from outside the US, requests to deposit and send money, and stories that change or can't be verified. It is important to independently verify any suspicious communications before taking action and to remain vigilant against evolving scams.
The document outlines 7 steps individuals can take to protect their data from breaches and ransomware attacks:
1. Start using encryption for data stored or transmitted on devices and in the cloud.
2. Set up two-factor authentication for cloud services by using a strong password and secondary verification code.
3. Install hardware and software firewalls to block unauthorized access to computers and networks.
4. Install and regularly update anti-virus, anti-malware, and anti-spyware programs to detect and remove malware.
5. Run operating system and software updates automatically to patch security vulnerabilities.
6. Be prepared to shut down systems if a breach is suspected to prevent further damage.
7. Reset
The document discusses trends in the legal profession in Oregon. Law school admissions have dropped by 50% or more in the last three years, mirroring national trends. Thirty-five percent of Oregon lawyers plan to retire or leave the profession by 2017. Rural areas have long faced a shortage of lawyers, with most being public defenders or prosecutors. However, the declining numbers of lawyers means opportunities are opening up for new graduates to start solo practices, especially in rural areas or small towns that have been underserved. The future outlook for new lawyers in Oregon is positive.
The document summarizes amendments to the Uniform Trial Court Rules that take effect on August 1, 2016. Key changes include new rules for filing confidential attachments electronically, requirements for certificates of service and proof of electronic service, allowing expedited filings to be notified by email, lengthening times for objections to proposed orders, and changes to filing requirements in domestic relations cases. The amendments aim to update efiling procedures and standards.
1) Filing documents through eCourt carries risks as filings are not automatically accepted and it can take 1-3 days for clerks to process documents. If a statute of limitations expires during this time, filers may need to request relation back.
2) To request relation back for a rejected filing, filers must resubmit the document within 3 days of rejection with a cover letter explaining they are requesting relation back and include specific language. Even if all requirements are met, relation back is at the court's discretion.
3) Filers can also request relation back due to technical difficulties with eCourt, following the same resubmission steps and providing exhibits supporting the technical issues. Proper filing is
how to succeed in creating a marketing and client development plan - tips for lawyers. Learn about measurable goals, accountability, and the power of committing to your plan by putting it in writing.
1. The document discusses seven golden rules for billing and collections to avoid disputes with clients that could lead to malpractice claims or disciplinary proceedings.
2. The rules include always discussing fees upfront, using written fee agreements, considering alternative fee arrangements, keeping detailed billing records, being a smart biller by carefully reviewing bills and offering payment incentives, addressing payment issues promptly, and offering to arbitrate disputes.
3. Following these rules along with being proactive in discussing fees and finances at the start of representation can help prevent most collection problems.
The document summarizes a continuing legal education (CLE) event titled "Bankruptcy for the Non-Bankruptcy Lawyer". The event covered topics such as understanding bankruptcy terminology, how to handle litigation if a bankruptcy is filed, settling bankruptcy claims, addressing divorce issues related to bankruptcy, creating agreements that are protected from bankruptcy, and bankruptcy issues involving real property. Attendees could access additional tips and information from the event on Storify.
Are Oregon arbitrators required to eFile arbitration awards and judgments? Let me answer that question with another question: were you conventionally filing awards and judgments prior to the implementation of mandatory eCourt? If your response is yes, then odds are you must eFile. Let’s step through the analysis with this caveat: please verify the necessity of eFiling with the OJD help desk [see endnote] or your friendly local court clerk.
eService in Oregon can be frustrating or impossible if the other side isn’t playing by the rules or doesn’t understand them. Below is a primer on how eService is supposed to work and the problems practitioners are encountering.
This document discusses two options for editing scanned PDFs in Acrobat XI or DC: using Acrobat's built-in content editing for small edits like correcting words, or saving the PDF as a Word document for more extensive edits. It provides step-by-step instructions for making small edits in Acrobat's content editor and for converting a PDF to Word. Potential problems that may occur with extensive editing in Acrobat are also outlined.
The document provides guidelines for naming client folders based on whether they have multiple matters or a single matter. For multiple matters, subfolders should include the client's name, matter name, and categories like emails, pleadings, notes, research, and documents from the client. For a single matter, only the client's name and those categories are needed. It recommends mirroring an existing paper filing system electronically by recreating common paper subfolder structures.
60 Apps in 60 Minutes is a popular presentation at the ABA TECHSHOW that provides recommendations for the top 60 apps for iOS devices from respected experts. This year's presentation was compiled using Storify and provides recommendations from Jeff Richardson, Joe Bahgat, Tom Mighell, and Adriana Linares. The document also references resources for recommendations about Android, Windows, and Blackberry apps.
Starting a business is like embarking on an unpredictable adventure. It’s a journey filled with highs and lows, victories and defeats. But what if I told you that those setbacks and failures could be the very stepping stones that lead you to fortune? Let’s explore how resilience, adaptability, and strategic thinking can transform adversity into opportunity.
SATTA MATKA DPBOSS KALYAN MATKA RESULTS KALYAN CHART KALYAN MATKA MATKA RESULT KALYAN MATKA TIPS SATTA MATKA MATKA COM MATKA PANA JODI TODAY BATTA SATKA MATKA PATTI JODI NUMBER MATKA RESULTS MATKA CHART MATKA JODI SATTA COM INDIA SATTA MATKA MATKA TIPS MATKA WAPKA ALL MATKA RESULT LIVE ONLINE MATKA RESULT KALYAN MATKA RESULT DPBOSS MATKA 143 MAIN MATKA KALYAN MATKA RESULTS KALYAN CHART
Part 2 Deep Dive: Navigating the 2024 Slowdownjeffkluth1
Introduction
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1. DOCUMENTING EMAIL AS PART OF THE CLIENT FILE
Oregon State Bar Bulletin
April 2013
Email Missteps:
Documenting Email as Part of a Client's File, Part I
By Beverly Michaelis
A few years ago I used social media to poll lawyers and their staff about client email. I wanted to know
how lawyers were documenting email as part of the client file. Were messages printed and placed in
the client’s paper file or retained electronically? If filed electronically, who did the filing — lawyers or
staff? The results were interesting and generally in line with what I was hearing anecdotally. Here are
some of the comments I received:
All emails are printed and placed in the client’s file.
Attorneys are supposed to file emails in Time Matters (case management software), but
they end up in folders in Outlook, junking up memory.
I am a sole practitioner, and I file my email in Outlook folders. I have a folder for each
client.
I am a sole practitioner, and I spend an hour and a half every day moving email from my
inbox into client folders.
We use Gmail. We use the search feature whenever we need to find a message.
We label emails with the appropriate matter/client name in Gmail and archive or backup
messages as needed.
These answers illustrate four common missteps in how law firms are processing client email:
Printing What Should Remain Electronic. All files that begin life electronically can and should be
stored electronically. Not only is this a sustainability issue, it is also a matter of efficiency and
productivity. Firms that insist on printing emails often require staff to file each new message sent or
received — even if the message is part of a redundant string of prior exchanges. This quickly becomes
an expensive proposition in paper, ink, electricity and staff time that could be better spent.
Not Backing Up Email. Law firms relying on web-based email are placing their faith in the cloud, often
at their peril. While email can be archived in a web-based account, most users misunderstand how this
works. Archiving is not equivalent to backing up. In Gmail, for example, archiving merely moves the
message from your inbox into the “All Mail” folder. If Gmail experiences an outage or you lose
messages — and both events have occurred — there is no “backup” unless you have taken additional
steps to copy your email and store it elsewhere.
Using Your Email Program as a Filing Cabinet. Using folders in popular programs like Outlook or
Thunderbird is nice from an organizational point of view when you are actively working with messages,
but neither program is meant to be a permanent storage solution for electronic client correspondence.
While Outlook will tolerate thousands of emails, keep in mind that using it as a filing cabinet affects
memory, consumes hard drive space and may drain network or server resources. If you are using an
older version of Outlook, your data file may become too large to back up. Other good reasons to get
email out of your email program are discussed below.
Failing to Establish and Follow Filing Protocols. All of this invites the question: whowill do the filing?
If we agree that email should be moved from your email inbox or sent items folder into the client’s
electronic folder on the firm’s computer system, who is going to perform this task? In the days of a
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PROFESSIONAL LIABILITY FUND (DOCUMENTING EMAIL AS PART OF THE CLIENT FILE)
2. paper-based practice, it was easy to delegate paper filing to staff. Should a lawyer delegate electronic
filing to staff? And if yes, how? And how often? Next month, this column will address questions of office
filing protocols in more detail.
Email Must be Properly Filed
All client email should be segregated by client and saved electronically in the same network or local
folder where client pleadings, correspondence, research and so forth are stored. Storing email with
other client documents provides a complete electronic record in one place that everyone can access.
When email sits in your inbox, no one else working on the case can see it, and no one else will know
what is going on. This isolationist approach to email may cause communication breakdowns and other
errors. Even if you are a sole practitioner and don’t need to share access to your emails, your inbox will
become bloated as you accumulate more and more messages.
Because the process of getting email out of your inbox and into a client’s folder can be tedious,
shortcuts are a must. Filing email electronically is far easier if you use the built-in capabilities of email
applications, electronic filing assistants, Adobe Acrobat or case/document management software. Let’s
explore the advantages of each method.
Use Built-in Capabilities of Email Applications
If your email is web-based (e.g., Outlook.com, Yahoo!, Gmail or another provider) I strongly
recommend downloading your email into an email application like Outlook or Thunderbird. (Next
month’s column will discuss this process in more detail.) Once email is downloaded into an email
application resident on your computer or network, it is far easier to manipulate. Let’s look at some
specific ways you can use the built-in capabilities of Outlook to save email directly to your clients’
folders:
Organizing Email Using Folders. First, create a folder on your computer for each client. If a client has
more than one matter, create a subfolder for each matter. Within each matter folder, create additional
subfolders for correspondence, client pleadings and other documents, as needed. Next, set up email
folders and subfolders for each of your clients and client matters in your Outlook inbox that mirror the
folders and subfolders in the client’s computer files. Drag the messages from the inbox into the
appropriate client email folder or subfolder to segregate messages by client.
Saving Multiple Email Messages as Text Files. To save client emails en masse using Outlook,
navigate to the email folder containing the messages you want to save, choose “Select All,” or select
the individual messages you want to place in a text file. With the messages highlighted, choose “File,
Save As,” and navigate to the folder on your computer where you want to save the messages. Give the
file a name, such as “Jones email messages.” If desired, add a date or date range to the file name.
“Jones email messages” will be saved as a text file that can be opened in Notepad, WordPad, Word, or
WordPerfect. If you save multiple messages in one batch, they will automatically be consolidated into
one text document. The document can be searched, stored with client Jones’ other electronic
documents, and printed if absolutely necessary. The original email messages can then be deleted from
Outlook, freeing up valuable space. (Note: saving messages as a .txt file does not preserve Internet
message headers. If you prefer to capture Internet message headers – which provide a list of technical
details about the message, such as who sent it, the software used to compose it, and the email servers
that it passed through on its way to you – then save the message in another format, such as .msg
described below.)
Capturing Attachments. If you want to save the attachments or graphics along with the original email,
when you select the “File, Save As” option, change the message type at the bottom of the dialog box
from the default (which may be plain text, HTML, or rich text) to Outlook Message Format (.msg). Note
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3. that messages saved in the .msg format will have an envelope icon and are opened using Outlook. This
format preserves the Internet message header contained in the message.
Best Practices. You can save emails one at a time — as you receive them — or all at once at the end
of a client matter. Depending on the duration of the matter, save emails frequently enough to protect
your client’s information from loss. If you are accumulating emails in your email application, organize
the messages into folders as described above. In either case, I like to use the “DAFT” approach
suggested by colleague and fellow practice management advisor, Dee Crocker: D-Defer, A-Act, F-File,
T-Trash. The goal is an empty email inbox.
If you receive an email and cannot complete the associated task the same day the message is
received, create a task from the email, choose a date for completion, file the original email using a
method described in this article, then delete the original message from your inbox. If you can act on the
email immediately, do so. Send your reply, file it in the client’s folder, then delete the original message.
(When your reply is saved to the client’s file, it will contain the original message you received. You can
also delete the sent item if you save your reply email directly to the client’s folder on your network or
server where all other client documents are stored.)
Occasionally, you will receive an email that requires no action except filing. Save the email to the
client’s folder and delete the message from your inbox. If you receive a non-client-related email that
does not require action or filing, you can trash it. In the minds of many, this is the best email of all.
Electronic Filing Assistants
Electronic filing assistants can greatly speed up the process of filing email into folders if you are an
Outlook user. Three of the more popular are SimplyFile (www.techhit.com/SimplyFile/), SpeedFiler
(www.claritude.com/) and QuickFile 4Outlook (www.outlook4lawyers.com). All three offer free trial
copies. These programs work in substantially the same manner by adding a toolbar to your Outlook
program that “auto files” your email. For example, SimplyFile applies an advanced algorithm to learn
and adapt to the user’s email filing habits. After you “train” SimplyFile for a time, filing email to the right
folder takes only one click of the SimplyFile toolbar button. Whether you want to file a newly sent email
or a reply to an existing message, the program will “guess” which Outlook folder the message belongs
in. (The accuracy rate is 80-90 percent.) There are no configuration wizards, no set-up and no rules to
maintain.
Adobe Acrobat
If your office owns Adobe Acrobat 9 or later (all referred to as Acrobat), you may want to take
advantage of this program’s powerful email portfolio capabilities. When Acrobat is installed, two new
buttons appear on the Outlook toolbar: “Create Adobe PDF from selected messages” and “Create
Adobe PDF from folders.” You can use these buttons to capture messages and attachments together,
converting your email into a single PDF portfolio with a fully searchable/sortable index.
To convert selected messages from Outlook to PDF, follow these steps:
1. In Outlook, select the inbox folder with the email message you want to save.
2. Click the button “Create Adobe PDF from selected messages.”
3. In the “Save Adobe PDF File As” box, specify a folder on your computer (e.g., client/matter) in
which to save the PDF file, type a file name, and click “Save.”
To convert a folder of email messages from Outlook to a PDF, do the following:
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PROFESSIONAL LIABILITY FUND (DOCUMENTING EMAIL AS PART OF THE CLIENT FILE)
4. 1.
2.
3.
4.
In Outlook, select the relevant inbox folder.
Click the button “Create Adobe PDF from folders.”
Click OK.
In the “Save Adobe PDF File As” box, specify a folder on your computer (e.g., client/matter) in
which to save the PDF file, type a file name, and click “Save.”
These basic techniques also work with the professional versions of Adobe Acrobat 7 and 8. You can
append additional messages to an existing PDF portfolio or archive emails to PDF automatically. For
more information, search Acrobat Help for “append email portfolio” or “automatic email archiving.”
(Note: saving messages in a PDF portfolio does not preserve Internet message headers. If you prefer
to capture Internet message headers, then save the message in another format, such as .msg
described above.)
Case/Document Management Software
For those who are looking for solutions beyond mere email management, purchasing case or document
management software may make the most sense.
Case management software centralizes all client and matter data into one software program — from
calendaring, docketing, conflicts and billing to email, documents, research and more. With case
management software, email and attachments are stored by the software in the appropriate case or
contact file when received or sent. There is no need for mail to remain in your inbox. There are many
options for case management software. The American Bar Association Legal Technology Resource
Center (ABA LTRC) maintains a comprehensive and current software comparison chart:
www.americanbar.org/groups/departments_
offices/legal_technology_resources/resources/charts_fyis/casemanagementcomparison.html.
Document management software brings together all of an organization’s sources of knowledge,
including email communications, scanned paper documents, word processing documents and
spreadsheets — anything that can be stored as an electronic file. For a discussion of document
management software, including a list of available software programs, visit the ABA LTRC,
www.americanbar.org/groups/departments_
offices/legal_technology_resources/resources/charts_fyis/scannerocrfyi.html.
Conclusion
Next month, we will continue this discussion by delving further into protocols for filing client email,
including a consideration of who should do the filing — and some additional tips to make the entire
process go more smoothly.
Oregon State Bar Bulletin
May 2013
Filing Protocols to Capture It All:
Documenting Email as Part of the Client's File, Part II
By Beverly Michaelis
Last month we began a conversation on email protocols, addressing the need for proper filing of client
email. Part I of the discussion also covered the practical process of getting email out of the inbox and
into a client’s folder where the pleadings, correspondence, research and other client matters are stored.
(See the April 2013 OSB Bulletin found online at www.osbar.org/
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PROFESSIONAL LIABILITY FUND (DOCUMENTING EMAIL AS PART OF THE CLIENT FILE)
5. publications/bulletin/13apr/managing.html.) This month we resume that conversation, because
whichever approach you use, some additional considerations and tips should make the process go
more smoothly.
Once you have chosen an email filing method, the next issue to consider is who will do the filing?
Options for Getting the Filing Done Routinely
If you have no support staff, you will be filing your own email. As you receive or send client email, save
it immediately into the client’s electronic folder on your hard drive or server and delete the copy in your
inbox. If you are uncomfortable immediately deleting client email after filing it, then create client folders
in your email program as a temporary holding place. I understand that many attorneys like to leave
email in their email application because they find it easier to work with. However, at some point — no
later than the close of the client matter — you should create a routine to move email messages out of
your email folders into the client’s electronic folder on your computer.Use the techniques and shortcuts
described in Part I of this discussion to make this process less painful.
If you have support staff, you have other options for filing email.
One option is to forward client emails to your secretary or assistant for electronic filing. Pros:
Forwarding email means you stay in control. Private or confidential firm emails remain in your inbox.
Only client email is forwarded, with the benefit of keeping your staff person in the communication loop.
Cons: You remain in control of your inbox. If you aren’t good about forwarding messages, this approach
is bound to be self-defeating. In addition, your IT department may not appreciate such a scheme. Every
time you forward an email, three copies exist: the original that landed in your inbox, the copy you
forwarded, and the forwarded message received by your secretary or assistant. Unless you are diligent
about deleting the first two, your firm will be storing all three.
A second option is to give your secretary or assistant full access to your inbox along with responsibility
for filing. Pros: If you give staff access, they will be in the communication loop. If you don’t want to be
bothered with filing your own email or forwarding it, this may be the approach for you. Cons: Staff may
have to wade through a lot of messages to tackle this task — personal, firm confidential and clientrelated. Lawyers who choose this option would be best advised to keep personal email separate (more
on this below). In addition, you will need to take precautions to protect sensitive information exchanged
within a firm, such as employee evaluations or law firm financial statements. It might be wise to post
such material in a secure place on the server, accessible only to designated individuals with proper
credentials.
Good Basic Filing Protocols
Train Staff. Make sure staff understand their role in filing email — whether they do so directly from your
inbox, or upon receipt when you forward messages. If the “people” part of this process fails, you may
end up with no record of your electronic correspondence.
Keep Personal Email Out of Your Business Account. Many lawyers and staff are already
overwhelmed by the amount of email they must process. Slogging through personal email in addition to
business email makes it more difficult to find critical, time-sensitive messages. Establish a personal
email account you can access via the web from your work desktop — if your firm permits. Better yet,
use your smartphone, tablet or other electronic device to access personal email. Doing so will save
space on your business server, protect your privacy at work and prevent business email from bouncing
back to the sender because your inbox is full of personal messages.
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6. Zap the Spam. Use a spam filter to keep junk and scam email out of your inbox. Remember to check
your quarantine summaries daily in case your spam filter is holding back a legitimate message.
Specifically, verify that email from important sources such as the Oregon State Bar (@osbar.org),
Professional Liability Fund (@osbplf.org), courts and official agencies is not blocked from your inbox.
Take Back Your Inbox by Unsubscribing. If you order products online, visit news sites, belong to
professional groups or participate in social media, you have likely acquired email subscriptions you
don’t want or need. Sure, you can delete these messages from your business email — just as you
delete spam — but wouldn’t it be better if you never saw the messages at all?The truth is that deleting
email means reading email — or at least skimming through your inbox. This is a tremendous time
waster. Instead, get serious about unsubscribing. “Constant contact” updates and broadcast email
product announcements have “unsubscribe” links — usually at the bottom of the email message. If you
don’t find an unsubscribe link, click to “download pictures or images,” which might make the link easier
to see. Click “unsubscribe” and follow the link to get off these lists. As you shop online in the future, use
your personal email, not your business email, for purchases. (Or better yet, set up a separate free email
account used exclusively for online shopping.) The goal is to reduce your business email to only those
messages that relate to your law practice.
Don’t Use Outlook or a Mail Program’s Rules to “File” Client Email. Please don’t rely on rules to
“file” client email. Even if you are willing to suffer the tedium of creating a rule based on each client’s
email address, clients don’t always use the same account to communicate with their lawyers. Using a
subject line as the basis for a rule is also unworkable. How many times have you received (or sent) an
email with no subject line? Or continued an email thread based on a subject line that had already run its
course? Rules require consistency to work properly, and subject lines simply aren’t consistent. In
addition, rules created while you are connected to your office network often don’t run properly when
using web-based remote email access. For myriad reasons, reliance on a mail program’s automated
rules is a bad idea when it comes to filing client matters.
Get Your Email Off the Web. I find it ironic that lawyers who are leery of cloud computing don’t give
their Outlook.com, Gmail, or Yahoo! accounts a second thought. When you leave email on a web
server, your confidential client data is not entirely under your control. As discussed above, if your
provider’s server is down, or you can’t get on the Internet, then you can’t access your client information.
Additionally, reliance on cloud solutions for email may raise security and privacy concerns. Macs and
PCs both ship with an email application. Set it up to download your web mail. Doing so is absolutely
free since you are using a program preloaded on your computer. Go to your web mail’s help page and
search for instructions on how to download web mail to your specific program. For Google, log in to
Gmail, click on Help, and click on POP under “Other Ways to Access Gmail.” Google offers instructions
for setting up Apple Mail, Outlook Express, Outlook 2002-2010, Thunderbird, Windows Mail, the iPhone
and other mail programs.
Once you are downloading email to a local application on your computer or network, you can save it,
print it to PDF or at least archive it locally. Remember: the idea is to sort email by client, get it out of
your inbox and into the client’s file on your network or local hard drive.
If you absolutely, positively, cannot be persuaded to download your web mail, then I strongly
recommend you print your web-based email messages to PDF. If you don’t own and don’t want to
spend the money on Adobe Acrobat, then download a free PDF writer. For a discussion reviewing
some of the best free PDF writers, see www.techsupportalert.com/best-free-pdf-writer.htm. To print an
email to PDF, simply open the message, choose Print, select your PDF printer, click Print, name the
file, browse to where you wish to save it, and click Save.
For those of you who are wholly cloud-based — that is, you are using a cloud solution like Clio or
Rocketmatter for calendaring, docketing, conflicts, billing, trust accounting, document management,
email and so forth — I recommend you create a recurring reminder to export a local copy of your data
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PROFESSIONAL LIABILITY FUND (DOCUMENTING EMAIL AS PART OF THE CLIENT FILE)
7. from the cloud provider’s server to your computer or network on a weekly basis. While you are meeting
the goal of keeping all your client information in one place by using the cloud, it makes good business
sense to retain a local copy of your client data.
Conclusion
Email has become the way to communicate with clients, opposing counsel and others. Finding a
reliable means of filing client-related email is critical in order to properly document your file. Be
consistent in your approach. Capture all messages sent and received, as well as attachments, and
retain them electronically just as you would paper correspondence, pleadings or other client
documents.
Remember, your inbox is not your filing system.
ABOUT THE AUTHOR
Beverly Michaelis is a practice management adviser with the Professional Liability Fund. She blogs at
http://oregonlawpracticemanagement.com and can be contacted at (503) 639-6911 or (800) 452-6139
(toll-free in Oregon); http://www.osbplf.org. For help with email management or file opening, organizing
or retention issues, or other office organizational issues, contact the practice management advisers of
the PLF.
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