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.
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