Drag email into Case Manager

You receive incoming emails in your own email program and drag them onto the Documentation grid to bring them into Case Manager.

This can also bring any attachments the emails have. Alternatively, you can just bring in the attachments.

Add email to Case Manager

To move emails received in MS Outlook into Case Manager, simply drag and drop them directly onto the appropriate case's Documentation grid.

Note that this only applies to Outlook when it is running on a Windows desktop computer.

Steps to follow:

  1. Select the case that the email relates to.
  2. Click its Documentation tab.
  3. Select the email in MS Outlook.
  1. Drag and drop the email from MS Outlook onto the Documentation grid.
  2. Deselect any attachments you do not want to copy over to Case Manager.

The email will be copied into the Documentation tab, including the attachments.

The email appears as a rich text format document and is displayed in the Documentation grid, along with document properties, attachments and document details.

You can choose at Step 4 to to drag attachment(s) only (and not the email) into Case Manager.

Gmail

Note that a gmail email cannot be dragged outside its browser. However, you could print the email to a PDF file on the desktop that you then drag into Case Manager. Alternatively, you could copy the contents of your email and paste it into a plain text document in Case Manager.

Relevant settings

Two Drag and Drop document settings specify whether the email retains its formatting in Case Manager and whether its date is set to today's date or the original email's date.

Demo

An older video about how to drag emails onto the Documentation grid.