Save an Email Attachment as a CARET Legal document

  • Updated
When you receive an email in CARET Legal you can save the attached documents to CARET Legal or save them to your computer files.

To save the attachment as a CARET Legal document:
  1. Click on the Email icon in the navigation bar to view your list of Emails.

  2. 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.

    CARETDoc.png
  3. The Save as Document modal opens.

    SaveDoc.png
    • Enter or select a Matter from the drop-down list.
    • Click Save as CARET Legal Document.

  4. The email attachment will be saved to the main folder of the Matter's Documents.
               
 
 

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