The Auto-CC feature is an excellent way to keep record of emails relevant to a case and it helps everyone stay in the loop. In essence, it includes the project's email as a CC (carbon copy) recipient, which will then appear in the Activity of that case.
For both Mac and Window computers, there is a default app (either Google Chrome or a native email app) that will be opened when clicking on an email link. To learn how to set those up, please refer to the articles below:
1) Ensure that Google Chrome has been selected as your computer's default email app using the instructions above.
2) Log into Gmail.
3) Click on the in the top right corner of Gmail, select "Allow," and click "Done. If this icon is not visible, the feature may already be enabled.
4) Test out the feature by going into Filevine and clicking on an email address. Ensure that the project's email has been included in a CC recipient.
5) If the icon is not there or if the email doesn't appear there, please see the troubleshooting section below.
Q: What do if my Gmail doesn't show the icon?
A: In Google Chrome, copy and paste this into the URL bar: chrome://settings/handlers or navigate to the Settings > Advanced > Content Settings > Handlers > toggle the setting for default protocols to the right (blue). If there is an existing handler, typically for gmail, remove it. Log back into Gmail and you should see the icons.
Q: What do I do if my computer's default Mail app isn't working?
A: Use the the appropriate link below to learn how to set up and troubleshoot the app.
Q: What should I do if the project email isn't being CC'd into the email?
A: This usually means the old CC extension is still installed and will need to be removed. See the next question for how to remove it.
Q: What if my computer still has the old CC extension?
A: The old extension should be removed. If it is still installed, it will interfere with the new update. Please go to this page and remove the CC extension:
#cc #chrome #extension auto compose email