Who has access to Emails saved to a Matter?

  • Updated
Any firm users who can access the Matter will be able to see all related correspondence within the Communications tab of that Matter.
  1. Select the Matters icon in the navigation bar to view your list of Matters, then click the Matter No to open the Matter details.


  2. Click on the Communications tab to view emails saved to the Matter.

Do not associate an Email with a Matter that is shared if the Email should not be viewed by other firm members.You can easily remove an Email from a Matter within your inbox by navigating to your Inbox.
  1. Notice the associated Matter on the Email view.


  2. Click the Remove icon to remove the email from the Matter
The Email is no longer associated with the Matter.

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