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Save an email Attachment as a CARET Legal document

  • Updated
When you receive an email in CARET Legal you can save the attached documents to CARET Legal or save them to your computer files.

Follow the steps below to save the attachment as a CARET Legal document:
  1. Click on the Email icon in the Navigation bar to view your list of Emails.
  2. Open an email and click on the Attachment to display a drop-down list. Select Save as CARET Legal Document from the drop-down list.

    CARETDoc.png
  3. The Save as Document modal opens.

    SaveDoc.png
  4.  
    • Enter or select a MATTER from the drop-down list.
    • Click Save as CARET Legal Document.
  5. The email attachment will be saved to the main folder of the Matter's Documents.
               
 
 
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