Outlook - Ezlynx add-in - Interacting with workspace

This guide explains how to use the Outlook Add-in for EZLynx to enhance email management by adding notes, tasks, labels, sticky notes, and linking emails to specific policies directly within Outlook.

Instructions

1. Add a Note: Insert notes directly on your email to capture important details or context for later reference.

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2. Add or Attach to a Task: Create a new task linked to the email or attach the email to an existing task, enabling better task management and follow-up.

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3. Add Labels: Use labels to categorize emails for easier searching and filtering within Outlook and EZLynx.

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4. Create Sticky Notes: Attach sticky notes to emails as reminders or to highlight key information without altering the email content.

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5. Associate to a Specific Policy: Link emails to specific insurance policies in EZLynx, ensuring relevant communications are grouped and accessible from the policy record.

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