How to: Use the Dazychain Outlook add-in

1. Select the email you would like to send to your project
2. Click on the Dazychain icon on the top right of your Outlook window
   
   
   
   
3. Sign in with your email and Dazychain password when prompted
4. Select an existing project by clicking on the text and typing or clicking Create a new project 

Note: Login is required after 8 hours or each time Outlook is restarted.

Projects/matters can be searched by any of your project details e.g. matter number, internal contact name, business unit, folder, or any field you enter against your projects.

Using Keep Open Functionality

Users can now keep the Dazychain add-in window open while navigating between different emails. This has the benefit of allowing a user to easily upload multiple emails to the same matter without having to find the matter again. To keep the add-in open:

1. Click on the Dazychain add-in button
2. At the top right-hand side of the add-in window, click on the pin icon
   
   
3. When the pin is vertical, it is pinned open. If the pin is horizontal, it is not pinned open and the add-in will close when you navigate away from that email. 
4. The selected matter and/or deliverable is maintained between email changes. Use the “x” next to the matter and/or deliverable to clear these and search for another.
   
   Note: Keep Open functionality is available for personal and shared inboxes through the Windows Native Outlook, or for personal inboxes only via Outlook for web. For more information please see Outlook version compatibility  or How to: Install the Outlook add-in

Create a new project

1. Click the Create new project button
2. Enter the title of your project
3. Select the workflow type from the drop-down
4. Click the Next button
5. Select the folder to file your project in, or click the green button Create new folder to add a folder
6. Click the Create button

Once selected, an option to select or create new deliverable will present

1. Select an existing deliverable by clicking on the text and typing or create a new deliverable

Create a new deliverable

1. Click the Create new deliverable button
2. Enter the title of your deliverable
3. Select the workflow type from the drop-down
4. Click the Create button
   
   

5. Confirm attachments to send, using checkboxes and edit the email's filename if required
   
   
   
   
6. Click Send to Dazychain button
   A success page will appear
7. To add your team to this project, click on the Review collaborators link to navigate to the Collaborators tab in your Project summary. Click on the group name or individual users to add as a collaborator
8. Click Done to return to the project search page or Click here to view the project in Dazychain

Filed emails will display ‘Filed with X project/s’ after filing. You can click the arrow to expand to see which project it is filed against.