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How to assign another firm user to resolve your emails

This is a Legacy Service, meaning 8am™ MyCase will no longer provide updates for this service.

Updated over 2 weeks ago


Overview

This is a Legacy Service, meaning MyCase will no longer provide updates for this service. Check out one of our robust new email integration solutions: MyCase for Gmail or MyCase for Outlook to easily link emails, save attachments, and create time entries directly from your native inbox.

You can assign the task of resolving your emails to someone else at your firm. This will allow them assign it to a correct contact and case.

MyCase’s Email Integration will attempt to identify the correct contact and automatically save the email to that contact and case file. If the system is not able to identify the correct contact or case, the email will need to be resolved, or manually saved to the correct file(s).

You can assign the task of resolving your emails to someone else at your firm. This will allow them to see any email that you forward to MyCase via the Email Integration screen and assign it to the correct contact and/or case. We recommend choosing someone who is familiar enough with your cases to be able to identify the correct case or contact for the email.


How do I assign someone else to resolve my forwarded emails?

You can assign the task of resolving your emails to someone else at your firm.

  1. Click on Email Integration on bottom-left corner of the Integrations & Apps page.

  2. Choose the Settings tab.

  3. Select the name of the firm user who will be resolving your emails.

  4. Click “Save Settings” and now any email that you forward to MyCase will be viewable via their Email Integration screen.

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