Septeo Lawyers - Edit for Outlook

New in 2.2.1 :

Fixed the case search field display to make it take up the full available width.

What is Septeo Avocat - Edit for Outlook ?

“Edit” is an add-in for law practices using Septeo Solutions Avocats Neo, version 6.11 or later. It helps improve your productivity as you generate documents!

With a simple click, it lets you insert information directly into your email, either from a case or from customized text fragments.

Inserting case information:

If you haven’t opened your document from your case, and if the add-in hasn’t already preselected it, you can search for the folder through the dedicated field, and then insert its information directly. For instance:

- your client’s address and phone number

- case name and number

- role number associated with your case’s court

Creating and inserting customized text fragments

Create and share text fragments with your whole practice; build a fragment database over time that will in turn help you compose your messages more easily and quickly.

What is a text fragment?

Any kind of text you use frequently: a clause that is often used in contract-writing; part of a conclusion you use as a template; there are as many possibilities as there are users and use cases!

This add-in lets you handle text fragments in a variety of ways:

- Creating and editing a fragment : type in or edit its heading and content, and it’s ready!

- Deleting : has a fragment been created by mistake, or is it no longer up-to-date? Delete it with a click. You can retrieve it from the bin, and restore it for 30 days.

- Handling favorites : are you often using the same fragments? Favorite and find them quickly through the dedicated filter!

- Searching by title : as your database grows over time don’t hesitate to search by title to find your fragments quickly or check if your co-workers have created any that matches your needs.

Version history :

Ver. 2.0 :

- You can now use some information in conjunction with your party types to make ‘tags’ (ex: ‘Client_Firstname’; ‘Jurisdiction_Rolenumber’; etc) in your fragments! Upon inserting the fragment, these tags will automatically be replaced with the matching value from your case.

- In addition to this, firms who own a LéA licence can now entrust the task of generating these tags to our AI to save time when identifying and editing data that needs to be replaced. Just click; check propositions; confirm, and there you go! Your tags have been inserted into your fragment.

- You can now access your backgrounds directly from the add-in to either apply or delete them with one click

- Hearings to come are now listed, and can be inserted from the case file’s information section

- Information pertaining to contacts and case files that can be accessed via the add-in have been updated so as to include much more, such as additional information. A search field has been added.

- You can now open in Neo any contacts and case files selected in the add-in.

- Authentication update: you are now automatically reauthenticated whenever you switch documents or reboot Word.

- With the launch of ‘Edit for Outlook’ your Word fragments are separate from the ones in Outlook.

Ver. 2.2 :

- Graphical redesign of the interface for better readability and identification of available actions (more visible action buttons, permanent favorite fragment logo, addition of an "Edit" button to the action menu on a fragment, replacement of the preview expansion arrow with the "Show more" button, etc.)

- Modifications to fields and search lists for better usability (folder and person icons vary depending on their nature, ability to delete the field with one click, opening a folder or person by hovering over its icon, etc.)