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  1. ZERO
  2. ZERO Lawyer Offboarding (LOB)
  3. Getting Started with LOB

Mailbox Configuration

Updated:

This article outlines the steps for configuring your mailbox to enhance filing efficiency and organization. By following these steps, you can significantly improve the organization and functionality of your mailbox, leading to a more efficient workflow and easier access when using ZERO's Lawyer Offboarding tool.

  1. Enable Cached Mode:
    • Ensure that Outlook's cached mode is enabled and set to cache the entire mailbox data.

      Enable Outlook's Cached Mode.png

  2. Disable the Reading Pane:
    • Navigate to the View pane.
    • Select Reading Pane and turn it off. This step ensures a more organized view of your mailbox right from the start.

      Turning off the reading pane.png

  3. Customize Group Settings | Adjust View Settings for Grouping:
    • Right click the column bar in your Inbox, go to View Settings, and select Group By.

      Advanced View Settings_Selecting Group By.png

    • If the option Automatically group according to arrangement is checked, uncheck it.
    • At the bottom of the window, expand the Select available fields from drop-down menu and choose User Defined fields in folder. This setting enables grouping by ZERO’s columns, first by filing status, then by destination (client/matter), optimizing item organization.

      Group By.jpg

    • At the top of the window, choose whether to group items by Destination or ZeroFilingStatus.

      Destination or ZeroFilingStatus.png

  4. Organize Your Inbox | Collapse Groups for a Streamlined View:
    • After adjusting your settings, right-click the group header in your inbox.
    • Select Collapse All Groups. This action organizes your inbox by filing matter, simplifying the identification and access to different categories.

      Organized inbox by filing matter.png

  5. Correct Client/Matter Assignments | Adjust Incorrect Predictions:
    • In the event of incorrect client/matter assignments, select the relevant matter within the collapsed mailbox view.
    • Adjust the client/matter information to the correct designation, ensuring accurate categorization.

      Adjust Incorrect Predictions.png

  6. Extend Organized View to Other Mailboxes | Apply Settings Across Mailboxes:
    • To extend this organized view to additional mailboxes, go to the View tab and select Change View.
    • Select Apply Current View to Other Mail Folders.

      View - Change View.png

    • Choose the folders you wish to apply this organized filter view to.

      Apply View.png

  7. Sort emails | Get subscribed emails into one place:
    • On the left side of the Outlook window, right click the Search Folders segment to open the New Search Folder screen and select Create a custom Search Folder.

      LOB_New Search Folder.png

    • In the Custom Search Folder screen, type in Subscriptions in the Name field and click OK.

      Custom Search Folder screen.png

    • Click the Criteria... button to specify what items this Search Folder contains. In the Search for the word(s) field, type unsubscribe, and click OK.

      Search Folder Criteria.png

    • In the Customize “Subscriptions” screen, click Browse... to view all the folders in the Mailbox.

      Customize Subscriptions screen.png

    • Select only Inbox and Sent Items and deselect the mailbox itself to exclude deleted items from the results.

      Select Folders screen.png

By adding the Subscriptions folder to your Search Folders in Outlook, all the emails with the unsubscribe button will be gathered in one place.

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