How to assign a document to a case:

Navigate to the Mail Center under the Management Tab of the main menu (home/house icon) on the left side.

Scroll to the document you want to sort.

Click the dropdown arrow at the end of the document row.

Select Assign from the dropdown menu.

A pop-up window will appear.

Enter the appropriate Category, Tab Access, and Description. These fields are not required.

Search for the case in which the document belongs. We recommend partial searches for names.

Scroll to find the right case.

When you find the case the document belongs to, click Assign next to the client name and date of loss.

Anyone assigned as a worker on the case will be notified of the new mail in their Mail Review Center. The document will not be added to the case until someone reviews and approves it. Here's how to review mail in your mail review center.

NOTE: Attaching a document directly to the Documents Tab of a case from the Mail Center is a permissions-based action. Ask your firm administrator about the User Can Attach Mail Center Documents Directly To Case permission if you need to do this.

Navigate to the Mail Center under the Management Tab of the main menu (home/house icon) on the left side.

Scroll to the document you want to sort.

Click the dropdown arrow at the end of the document row.

Select Attach from the dropdown menu.

A pop-up window will appear.

Enter the appropriate Category, Tab Access, and Description. These fields are not required.

Search for the case in which the document belongs. We recommend partial searches for names.

Scroll to find the right case.

When you find the case the document belongs to, click Attach next to the client name and date of loss.

Now this document will be saved directly to the Documents Tab of the case.