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Copying an Outlook item to the Document Manager

You can copy an Outlook messaging item (either an email message, calendar item, contact, task, or note) to the Document Manager.

By copying an item, for example an email message, you can add comments to the message without changing the original message in Outlook.

  1. Select the item in Outlook that you wish to copy.
  2. Click the Outlook item and drag it over the Time taskbar button. Time opens.
  3. Drop the item where you wish on the Document Manager.

You can also copy the item in Outlook and paste it into Time.

See Email document type for an overview.

Copying an Outlook item to the Document Manager | Caseware Docs