Uploading Case Emails

Case emails that have been edited in Microsoft Word can be uploaded to the system.

Before you begin

The case email to be uploaded has been edited and the final version has been saved on the hard drive. Open the Cases tab.

Procedure

  1. Select the case card of the case to which the edited email will be attached.
  2. In one of the panes, click the Menu button:
    Cog wheel.
  3. Click Case Emails.
    Case Emails appear in the selected pane.
  4. Click Upload:
    Piece of paper with an upward-facing arrow above the word Upload.
  5. Navigate to the email to be uploaded.
  6. Click OK.