See this tip in action

Print this page

E-mail this page

E-mail Capensys

1.    The first step is to create a new subfolder, named for you, in the FileSite 'Emails' folder in the matter workspace.
Right-click the 'Emails' folder for matter 'E9500.000008.

2.    From the  shortcut menu, choose ‘New,’ then 'Document Folder.'

3.    In the ‘Create New Folder’ dialog box, name the folder with your name.
This allows each person to store their e-mails for that matter in a folder.

4.   To give the folder an e-mail address, click the 'Generate Email' button.
This allows you, when addressing an e-mail related to that matter, to bcc that address and have the e-mail filed in the folder automatically.

5.    Click ‘OK.’