Attach an Email to a Case

How to attach an Outgoing Email from CASEpeer on a case. Using Outlook? Get our Add-In.

• Navigate to any tab of the case with hyperlinked emails. 
• Click on the hyperlinked email address.

• The client's email address will appear in the To section on the designated account provider.
• The case-specific BCC code will appear in the Bcc section automatically. This code can also be found under the dark green dropdown at the top right of the case. 

• Write your email message and click send. The email will be saved to the Notes Tab of the case. 

• Please keep in mind, that any recipients in the CC'd or Bcc'd line will not appear.