Email Setup Overview

  • Updated
CARET Legal's Email integration allows you to connect an existing email account to CARET Legal to help you manage your day-to-day tasks in one location.
  1. When you log into CARET Legal, the Dashboard appears. The Email window displays a message to get started.

  2. Select your email provider in this window or click My Settings from the drop-down menu next to your avatar to display the User Settings modal. Click or scroll down to Email Setup and select your email provider.

  3. A new window will opens where you can enter your email credentials.
    • If you use a different provider than Gmail/G-Suite or Office365/Exchange, select the option for Other/IMAP and enter in your email provider's server settings.

  4. Your mailbox will start integrating with CARET Legal and you will be prompted to map your folders.

  5. Match up your Email Account's folders with CARET Legal. This will ensure that emails sent and received in CARET are displayed in the correct folders. Verbiage may vary based on the email provider. Some providers may label the folders as "Trash" and "Spam.

  6. When finished, save your Email Settings and voila! You now have access to email in your CARET Legal account.

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