Longbow Training Tips

Checkout our Longbow training tips on the File and Email Drop Window.

Dropping a Document

When you first log into Longbow the File & Email Drop window pops up. With this comes the option to upload documents such as Word, Excel, PDF's and other types of documents into Longbow. Check out the steps below:

1. Pick a case from the drop-down menu you would like the document to be attached to.

• At the bottom of the window, you can check whether the case options are just cases you handle or any open case. You can also search for a specific case.

1. On your taskbar select the "File Explorer" icon.

2. Find the file you need to attach then click, hold, and drag the file to the drop window.

For more information check out the image below:

Dropping an Email

There are two ways to drop an email into Longbow. The first way is the same as dropping a document, simply drag and drop. The second is by highlighting the email within Outlook. Check out both sets of steps below:

Drag and Drop:

1. Pick a case from the drop-down menu you would like the document to be attached to.

   1. At the bottom of the window, you can check whether the case options are just cases you handle or any open case. You can also search for a specific case.

2. Open Outlook and find the email you need to attach. Click, hold, and drag the file to the drop window.

Highlight and Select:

1. Pick a case from the drop-down menu you would like the document to be attached to.

• At the bottom of the window, you can check whether the case options are just cases you handle or any open case. You can also search for a specific case.

1. Open Outlook and find the email you need to attach. Click on it to highlight it.

2. In the File and Email Drop window select "Import Highlighted in Outlook."

For more information check out the image below:

Email Attachments:

If you would like to insert only an emails attachment and not the body of the email itself, you can also do this through the File and Email Drop. Check out the steps below:

Import Email Attachments:

1. Pick a case from the drop-down menu you would like the document to be attached to.

• At the bottom of the window, you can check whether the case options are just cases you handle or any open case. You can also search for a specific case.

1. Open Outlook and find the email you need to insert the attachment. Click on it to highlight it.

2. In the File and Email Drop window select "Import Email Attachments."

**Please note you cannot drag and drop and individual attachment from an email. Please use the "Import Email Attachments" button.

Now, when you select that specific case in Longbow, the documents, emails, and attachments will be readily accessible for you.

I hope you have found these tech tips helpful! Please feel free to share these tips out or contact us with questions or comments!