As you are using ndMail for email filing, you don’t need to use the Actionstep function for filing emails.


However, as the New Outlook add-in for Actionstep provides more than just filing emails you can still install it and choose to save the email to both systems as its very quick as both add-ins are ‘suggestive’.


Whilst it seems a bit silly to file the email in both systems, you do get a lot of advantages of using the Actionstep one as it exposes WIP, Tasks, Trust Balance, File Notes as well as the ability to create time records, file notes etc.


It is really your call – we use ndMail here and we have decided that the value of using both and therefore filing both is not that burdensome when compared to the value it brings.