Email > Using
Outlook Add-in > With Desktop Outlook
Email > Using
Outlook Add-in > With Desktop OutlookLogin to your Exchange account in your Desktop Outlook.
1. Log into your
Exchange account in your Desktop Outlook and open your Inbox. A deactivated
Amicus Cloud Add-in control displays in the
top ribbon.
2. Select an email
from your Inbox to activate the Amicus Cloud Add-in
control.
3. Click on the
Amicus Cloud Add-in control in the top ribbon
of the Inbox or in an opened email to expand the control to display the
Amicus Cloud Login screen.
● Enter your Amicus Cloud password in the Password field.
● Select an option from the dropdown list in the Keep me logged in for field to bypass the Amicus Cloud Login screen for the period selected. The list defaults to 2 weeks.
● Click Login to display the File & Time Entry dialog.
1. Click into
the File field and begin typing a file name.
After the first 3 letters of the file name have been entered the search
results appear for all matches. Select the file you wish to associate
the email with from the list.
● The selected file now displays in the File field. This field can be edited as necessary. Hover over the file name to display an "X" so that the file can be removed and replaced.
o Email messages can only be associated to a single matter.
o When you hover over it an "X" displays so you can remove and replace the file with another one.
● The Timer starts
automatically when you expand the pane. Click the red
square 
to Stop and Start.
o The duration
can also be edited when the Timer is stopped.
● The Do Time Entry button becomes active, but you can Save the file association without creating a time entry.
2. Click Do Time Entry to create a time entry. The file
name and date are passed to the new File & Time
Entry dialog. The corresponding file settings would also be observed
for the billing rate and other settings such as minimum billable time.
 |
Date – By
default the date is representative of when the actual email message
was sent/received. Duration – Filled in automatically based on how long the timer on the previous pane had been running. The Preferences you specified in Amicus Cloud take priority. File – Prefilled based on what was specified on the previous pane. This field is not editable. Description
– Description prefilled just like in Amicus Cloud. The text displays
as "Email correspondence with [Email Name]" or if the
name isn't listed as "Email correspondence with [Email Address]". Save
– Saves the details to the account. |
3. The Advanced dialog contains a Billing Status, Billing Rate, Task Code and Activity Code fields.
 |
Click
in each field to display a dropdown list. If the Billing Rate is changed to Flat Rate Activity a new field displays where the total can be entered. If you choose not to display the Advanced dialog, the Billing Status and Billing Rate are filled according to the file defaults. The Task and Activity codes are optional depending on your firm settings. |
4. Click Cancel to return to the first File & Time Entry dialog without saving any changes. Click Save to close the Time Entry dialog and return to the File & Time Entry dialog.
 |
The Timer disappears and the Duration
is read-only. |
5. Or, click
the Gear 
icon to logout of
the app or click the X in the top right-hand
corner to collapse the view.
● Using Outlook Add-in with OWA (Outlook Web App)
● Using Outlook Add-in on the web with Office 365
Amicus Cloud (January 2023)
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