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Recommended Outlook Settings

Set the "Saved" category colour

  1. Select "All Categories..."



     
  2. Selected Saved category – if colour drop-down is disabled and then press "new", or simply set a new colour



  3. Pick your colour in the dialog that is presented after pressing New.  The result should be as follows:

4. When looking at your inbox, you can see whether an email has been saved to the case by looking at the category column:

 


Disable Review Pane

We recommend disabling the Reading Pane:

 

 

Troubleshooting

  • Make sure at least one auto-saved email has been received by user before setting categories, or you will need to manually type the word "Saved" before selecting the colour.

 

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