Leveraging the Gmail add-in in LollyLaw, you will enable you to seamlessly save email related communication and files directly to LollyLaw. This includes saving email conversations directly to either the Contact or Matter journal note area in LollyLaw as well as saving email attachments you can do so and they will be saved to the linked folder for the Contact or Matter in the document storage solution (i.e. OneDrive, Google Drive, Box, etc) you have set up.
The following are steps to install the email add-on (optional) to your inbox.
Google Gmail Add-on
Log into your Gmail account and to the right of your inbox, click on the Get Add-ons button
In the GSuite Markeplace website, use the search bar at the top and search 'LollyLaw'. You will see the Gmail Add-on appear as a result.
Click on the LollyLaw add-on and then on the next page, click Individual Install to add it for yourself. If you are a domain administrator, you may also install it for all of your users using the Domain Install option.
You will be asked to authorize the LollyLaw gmail add-on for your Google account
Once installed, this Gmail Add-on will be accessible in both your inbox from a web browser as well as the Gmail mobile app for iOS and Android.
You will need to authorize LollyLaw to save emails and attachments.
You will now have a LollyLaw button available when viewing an email in Gmail. The options available are Save Email to LollyLaw and Save Attached Files to LollyLaw