Use files and chat in Outlook
Work with email attachments, project documents, and available correspondence in the correct context.
In this article
Review the Files tab
- Email attachments
- Files attached to the active item and available according to their state and type.
- Project documents
- Documents returned for the confirmed project and accessible with your active organization and roles.
- Project correspondence
- Recent emails associated with the project when the feature and permissions are available.
Start chat
Confirm the displayed email subject and project code.
Open required files and verify their content or summary state.
Move to the Chat tab and state the objective, files to consider, and expected result form.
Review sources and context displayed in the response.
Practical guidance
The Files and Chat tabs depend on the active email and confirmed project context. Open the needed file or summary and identify it explicitly in the request. An item listed under project documents is not necessarily an attachment to the selected email, and the two should not be cited interchangeably.
Advanced tips
When switching emails during a conversation, recheck the displayed subject and project before a follow-up. For version comparisons, name both files and their dates instead of asking about an unspecified attachment.