The Equinox Microsoft Plugin can be used to generate emails in Outlook from files within Word or Excel etc.


For this functionality to work, Outlook will need to be set as your default Email App on the PC you are using.

The following two options can be used to generate emails:


 

Email Inline

 

This option allows users to generate the document as an email within Outlook. The contents of the document will be displayed in the body of the email.


  1. Click ‘Email Inline’ to generate an email with a blank ‘To’ field
    OR
    Hover over ‘Email Inline’ and select ‘Email Inline – Lookup Email Address’ to select a contact on the case to send the email to


  2. The generated email will open in Outlook. The subject of the email will be the Short Title of the case, along with the case code

 

Email Attach PDF

 

This option allows users to generate an email within Outlook, with the file as a PDF attachment to the email. 

  1. Click ‘Email Attach PDF’ to generate an email with a blank ‘To’ field
    OR
    Hover over ‘Email Attach PDF’ and select ‘Email Inline – Look up Email Address’ to select a contact on the case to send the email to
  2. Enter a filename > Click OK
  3. The email will generate within Outlook with the file as a PDF attachment
  4. The subject of the email will be the Short Title of the case, along with the case code


The document will appear as ‘Document as attachment’ within Outlook. When downloaded it will be saved with the file name that was entered in step 2.