Save Documents, Photos, and Recordings to a Case via Email Attachments

Email attachments will automatically be saved to the case they are bcc'd on when an email saves to the Note Tab.

• NOTE: In order for an email to be associated with a case, it is essential to send it from the email address linked to your CASEpeer account. A Firm Administrator can verify the email address associated with your account within the Users section.
• In CASEpeer, to the right of the case status, click on the case ID at the bottom of the dropdown to copy it.

• Navigate to the email associated with your CASEpeer account.
• Compose an email message to the party you wish to contact.
• Before sending, paste the copied case ID to the BCC field of the email.
• Make sure the correct photos, documents, or recordings are attached to the email. 
• Send the email as usual.
• The email will attach to the Notes Tab of the case as a note with the Email category and the attachments will go to their corresponding tabs, documents to the Documents Tab, recordings to the Recordings Tab, and photos to the Photos Tab.