How to save an email from your Outlook inbox to the Notes Tab of a case. Email metadata such as the to, from, title, and time, and any attachments will also be saved.
Search for the case name.
Click Copy BCC.
Click forward on the email your firm would like saved to the case.
Paste the case BCC code into the To: field.
Any attachments will automatically save to the Documents Tab of the case.
NOTE: Emails must be sent from the same email associated with your CASEpeer account in User Settings.