Overview

Connect and sync your Outlook calendar with the system, allowing you to manage calendar events in either one, depending on your firm's preferences.  Any calendar event created in the system will appear in Outlook and vice versa.  

It is important to note that the system's calendar will only sync to individual Outlook calendars, not group or shared.

TABLE OF CONTENTS

• Overview
  • How to access Outlook and Notification settings
  • Sync your EvolveGo calendar with your local Outlook desktop calendar
    • Notifications
    • Calendar and email options
    • Important Note
    • Working with the calendar sync

How to access Outlook and Notification settings

1. Select File from the top-left corner.
2. Select EvolveGo Settings.
3. Navigate to the Outlook and Notifications tab.

Sync your EvolveGo calendar with your local Outlook desktop calendar

1. In the Outlook and Notifications tab, navigate to the Calendar Sync section.
   
   

2. Select Configure.

    

3. Select a calendar to sync with.

Notifications

Check this box to receive a daily summary e-mail with an overview of what's on today.

Calendar and email options

These options work independently of the Outlook sync.

• If you wish to see the Calendar itself in the navigation section, select Show Calendar view in app.
  

• If you wish to rename the saved email in the matter, select Prompt to rename emails when allocated to a matter.
  

• If you would like an automatic filing prompt to pop up when sending an email, select Prompt to select a matter when sending emails.
  Note: Even with the prompt activated, you are still able to send an email without filing to a matter by selecting Skip & continue. 

You can only sync 1x EvolveGo users to 1x unique Microsoft 365 account.
For example, user A can sync their system calendar to any calendar in their own Microsoft 365 calendar.
However, users A and B cannot sync both of their system calendars to the same Microsoft 365 calendar.

Working with the calendar sync

The calendar sync provides a two-way connection between the system and your Outlook calendar.

• If you add, edit or delete an event in the system, these changes will be reflected in your Outlook calendar.
• If you add, edit or delete an event in Outlook or Microsoft 365, these changes will be reflected in the system.