Overview
The MyCase Email Integration allows you to link emails to cases/matters, as well as save email attachments to case files and/or firm documents.
Please Note: This is a "Legacy" service. MyCase will no longer provide updates for this service.
Save an Attachment to a Case File
Select the Save As: Case Document radio button (pictured below).
MyCase will save the attachment to the case that the email is linked to.
To know what case the email is linked to, look at the field with the briefcase icon in it.
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You can then select which clients and contacts you'd like to share the document with by clicking the Edit Sharing button.
You will be presented with a list of clients and and contacts - click the checkbox next to a person's name to share the document with them.
Save an Attachment to Firm Docs
For attachments that aren't related to a particular case, use this option to save the attachment as a Firm Document.
Save an Attachment to Email Only
If you don't "Save to Case File" or "Save to Firm Docs," the attachment will still be accessible by opening up the message. You can access the message by selecting the Messages tab.
