Edit emails in WorkZone

In Microsoft Outlook, you can edit email information in the WorkZone 365 pane for sent or received emails. An email and its attachments are saved to WorkZone as a single .eml file.

WorkZone 365 Outlook - Mail module is only supported with Microsoft Exchange Server Online. It is not supported with Exchange Server 2019 or Exchange Server 2016.

• All sent and received emails are saved to WorkZone. Send a new email to save it to WorkZone.
• Click Pin in the upper right corner of the WorkZone 365 pane, to pin the pane, so that it would not close when you switch between emails. However, if you need to switch quickly between several emails , we recommend not to pin the WorkZone 365 pane, and open it for a particular email on which you want to work in WorkZone (please see Outlook Mail — Incorrect data is shown for some time in the pinned WorkZone 365 pane when you are quickly switching between emails).

For the emails that are saved in WorkZone, you can change information in all fields except Case which is always set to Desktop case by default. Before an email is saved to WorkZone for the first time, you can choose between selecting the Archived – ARK or the Locked document – UL email state in the State field.

• Locked document – UL. The email state can be changed to Archived – ARK.
• Archived – ARK. The email state cannot be changed.

Click Save after changing the email information in the WorkZone 365 pane to save your changes to WorkZone.

You can also work with a saved WorkZone email in WorkZone Client and WorkZone Explorer.

Configure the WorkZone 365 pane

Please see Configure Documents tab of the WorkZone 365 pane.

Manage email parties

Email parties are the contacts that relate to the email. The contact's role (for example, Sender, Recipient) defines how the contact relates to the email.

When you open the WorkZone 365 pane, the contacts of an opened email will automatically be added as parties to the Parties tab:

• The email sender will be saved as a party with the Sender role.
• The email recipients in the To and Cc lines of the email will be saved as parties with the Recipient role.
• The recipients in the Bcc line of an email will not be added as email parties.

You will be notified if an email contact is not found in the WorkZone database, or if there is more than one contact with the same email in WorkZone database.

You can add other WorkZone contacts as email parties.

1. On the Parties tab of the WorkZone 365 pane, use the Add parties search field to add parties to the email. The parties available in the search are specified for the email in WorkZone Client. You can search by name or email.
   When you make a search for parties, use a wild card operator * to replace one or more characters. For example, type "Eliz*" to find "Elizabeth".
   
2. If necessary, specify roles for the parties. The default role is Party.
3. Click the "X" near the party to remove it.
4. Click Save.