Do you ever need to assign multiple emails to a single Matter?
In CARET Legal, you can associate emails to a Matter in bulk.
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Click Email on the navigation bar to open the Email section, then select the checkboxes to the left of the senders' names on the emails you wish to assign to a Matter.
- The preview window updates with two new fields and the number of conversation selected.
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- Select a Matter from the Save emails to a matter drop-down list.
- Slide the toggle beside Also move to a folder to the right to enable it. For example, if you want to declutter your inbox you can send the email(s) to another folder such as Archive.
Best Practices
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Keep your Inbox neat by assigning emails directly to the Matter.
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Duplicates of emails assigned to a Matter can be found under the Communications tab of the Matter in CARET Legal.
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You can then delete the email from your inbox as the record has been stored in CARET Legal.