Log an Email with the Outlook Add-in

How to save an email from your Outlook inbox to the Notes Tab of a case. Email metadata such as the to, from, title, and time, and any attachments will also be saved. 

• Search for the case name. 
• Click Copy BCC.

• Click forward on the email your firm would like saved to the case.
• Paste the case BCC code into the To: field.
• Any attachments will automatically save to the Documents Tab of the case.

NOTE: Emails must be sent from the same email associated with your CASEpeer account in User Settings.