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Solo Tip Tuesday: Save a Document with an Outlook Contact, Calendar, or Task Entry

by Reba Nance on June 5, 2012

There are times when it would be helpful to embed a document in a contact, calendar, or task in Outlook. For example, you might have a reception on your calendar and want to embed a PDF copy of the invitation in your calendar so you have it handy. You might have a copy of a list of errands you want to run on Saturday and you’d like to embed that list in your calendar entry for that day. Maybe you’re trying to help a friend get a job and you’d like to embed a copy of his résumé in your friend’s contact entry in Outlook. Perhaps you have a conference call with a client and you’d like to have a copy of the document to review.

Here’s how to easily embed a file/document in a calendar, contact, or task entry in Outlook:

  • Go to the folder that contains the document you want to embed.
  • Right click on the name of the document and choose Copy.
  • Open a contact, calendar item, or contact in Outlook. In the Notes area, right click in a blank space near the top and choose Paste.
  • Your document will now be embedded in your Outlook entry!

You can see this tip and others, on topics ranging from Outlook and Word help to App reviews and online tools, all here.

Longtime readers of the Colorado Bar Association’s C-Brief, its weekly eNewsletter, know each week there is a tip from Law Practice Management Director Reba Nance. Those tips are moving beyond the newsletter and now have a permanent home within the Practice Management section of CBA’s website. We’ll share some of the best tips each week here as Solo Tip Tuesday.

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