How to save an email to case notes for multiple cases at once, this will include any attachments. The same email can be saved to multiple cases if your firm is using Microsoft 365 or Gmail.
For Gmail
- To save the same email to multiple linked cases, copy the unique BCC address for each case and paste them into the recipient line of the email.
For Microsoft 365
- Copy the unique BCC address for each case and paste them into the recipient line of the email or use the CASEpeer add-in for Outlook to copy the unique BCC address for multiple cases.
- Attach an Incoming Email to a case
- Attach an Outgoing Email to a case
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