Are my Email Contacts automatically saved to my CARET Legal Contacts?

  • Updated
Contacts that you send email to or receive email from will be saved to the autosaved contacts list from your email provider, but they will not be saved to CARET Legal.
To save a contact for a person that sent you an email:
  1. Open the email client in CARET Legal. When previewing an email in your inbox, look to the right of the sender's name/email address and you will see a + button, click it.
  2. This opens a New Contact modal where you can fill out the contact details and click Save to prefill the Contact Card in CARET Legal.

    Note: Contacts do not sync between email providers and CARET Legal. CARET Legal can perform a one-time import of contacts.

Was this article helpful?

0 out of 0 found this helpful