There is an email auto filer role in Mattersphere
they need adding to the group in AAD that deploys the Outlook addin (called emailautofileraddin)
Conveyancing staff need to be added to their team in Mattersphere (Team Management)
setting up users to work with email auto filer Print
Modified on: Fri, 17 Mar, 2023 at 12:35 PM
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