Follow these simple steps in order to sync your Outlook, Hotmail or Windows Live account with PracticePanther!

Option 1:

1) Click here: https://app.practicepanther.com/Settings/EmailIntegration
2) Select "Outlook, Hotmail, Windows Live" from the drop-down list.
3) Enter your username and password and click Save (see screenshot below):

Option 2:

1) Click here: https://app.practicepanther.com/Settings/EmailIntegration
2) For the "Email provider" select "Other"

3) Depending on which version of Outlook you have, click on "File" on the top left and select "Account Settings", then click "Account Settings" again.
4) Double click on your email.
5) Copy the "Incoming mail server" and "Outgoing mail server" settings.
6) Paste those settings here: https://app.practicepanther.com/Settings/EmailIntegration

When it's linked, it will automatically create a label/folder on the left sidebar of Outlook called "PracticePanther" with subfolders for every client and matter. When you drag and email into the folder, it automatically uploads to the clients profile in PracticePanther so everyone with access can see all client communications.