Review Email in Mail Review Center Inbox

How to attach an email that has been forwarded to [e-mail] to a case as a case note.

• Navigate to the Mail Review Center by clicking on the inbox icon at the top right of the page (between the envelope and the bell icons).
• Click Email.
• Locate the email you wish to attach to a case.
• Click the dropdown arrow aligned with the email.
• Select Assign.

• A pop-up window will appear.
• Search for the appropriate case by client, defendant, claim number, and/or date of incident by typing into the search boxes.
• Click Search.
• Matching cases will appear under the green search button.
• Check the Yes box next to Add to Linked Cases? to attach the email to linked cases in addition to the one chosen from the search results.
• Click Add next to the case that the email needs to be attached to.

• The email will attach to that case and linked cases (if applicable) as a note with the category Email.