To save the attachment as a CARET Legal document:
Click on the Email icon in the navigation bar to view your list of Emails.
Open an email and click on the Attachment to display a drop-down list. Select Save as CARET Legal Document from the drop-down list.
The Save as Document modal opens.
- Enter or select a Matter from the drop-down list.
- Click Save as CARET Legal Document.
The email attachment will be saved to the main folder of the Matter's Documents.