This management tip is provided by State Bar of Texas and ABA Practice Management Advisors. The tip is not meant as legal advice, nor binding on the State Bar of Texas or the ABA.
Like most users, you probably play fast and loose with the upward storage limit of Outlook. That’s because you want to save just about everything. The same applies to attorneys. There’s a really simple way to save your email messages, along with any attachments, with just a few clicks.
For any email you want to save outside Outlook (like in the client’s file) all you do is:
Open the email
FILE / SAVE AS
Change the message type at the bottom of the dialog box from the default (which may be plain text, HTML or rich text) to Outlook Message Format (.msg)
Navigate at the top of the dialog box to the folder you want to save the message in.
SAVE
This will save the original email along with any attachments or graphics. You can then delete the original from Outlook.
To find and open the message later you access it from Windows Explorer. You will note it has an envelope icon.
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