Using the Smokeball add-in on the Outlook Mobile App

If you have connected to New Outlook, you can utilise some New Outlook features in the Outlook Mobile App while on the go.

On the Outlook Mobile App, you can:

• Assign emails to triConvey matters 
• Open those matters in the triConvey Mobile App 
• Save email attachments to the matter 
• Raise a task against a matter

Table of Contents

• Getting Started
• Assigning an email to a matter
• Further email actions after assigning a matter 
  • Viewing the assigned matter 
  • Saving email attachments to the matter 
  • Create a task for the matter 

Getting Started

Ensure you have: 

1.    Connected triConvey to New Outlook from your PC/Mac.

2.    Downloaded the Outlook Mobile App from the relevant App Store for your mobile device.

Assigning an email to a matter

To assign emails to a triConvey matter from the Outlook Mobile App: 

1.    Tap on the email to open it. 

2.    Tap on the three dots icon at the top-right corner of the email.

3.    Tap Save to Smokeball.

4.    Search for the matter to assign the email to, then tap Assign.

Further email actions after assigning a matter 

Once an email has been assigned to a matter, you can view the assigned matter and complete additional actions by tapping on the three dots icon of the email and selecting Save to Smokeball.

Viewing the assigned matter 

Tap on View to open the matter in the triConvey Mobile App.

Saving email attachments to the matter 

Tap on the Attachments section, then tap on the files you wish to save to the matter. A Save Attachments to Matter button will appear; tap it to complete the process.

Create a task for the matter 

Tap on the Tasks section, then tap Add Task. Enter the task information, then scroll down and tap Save Task.

You can also open the matter's task list by tapping Go to Tasks.