How to connect your Outlook email

The guide will walk you through how to connect your Outlook email to BarBooks for Chambers. This will enable you to send emails from your BarBooks account.

In the article

Integrating Outlook Email to BarBooks

Sending an Email to the barristers

Integrating Outlook Calendar to BarBooks

1. Navigate to your Profile at the top right-hand corner. 
2. Select “Profile and Settings”.
3. Select “Integration”.
4. Enter your Outlook email address in the Outlook Account | Email field.
5. Select “Connect”.
6. This will direct you to the Microsoft sign in page. Should it not sign you in automatically, enter your Microsoft login details or select from the list.

7. Upon successful connection, Outlook synced notification will display. 

Sending an Email to the barristers

A. Debt-chasing

1. Navigate to the "Debt Chasing" tab. Click the three vertical dots on the document that you would like to send. Click "Send Email".

  2. A modal will appear where you can compose your email. Fill in the required fields and then click on the "Send email" button.

 3. A notification will appear to indicate that the email is being sent.

 4. A notification will appear confirming that the email has been successfully sent.

B. Invoice > Document sub-tab

 1. Navigate to the "Invoices" tab. Open the relevant invoice.

2. On the Documents sub-tab, click "Actions", then select "Send Email" or you may also click the three vertical dots on the file that you would like to send, then select "Send Email". 

C. Matter > Document sub-tab

 1. Navigate to the "Matters" tab. Open the relevant matter.

 2. On the Documents sub-tab, click the three vertical dots on the file that you would like to send, then select "Send Email". 

D. Reports tab

 1. Navigate to the "Reports" tab.

 2. Click the three vertical dots on the report that you would like to send, then select "Send Email".