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Email attachments will automatically be saved to the case they are bcc'd on when an email saves to the Note Tab.

NOTE: In order for an email to be associated with a case, it is essential to send it from the email address linked to your CASEpeer account. A Firm Administrator can verify the email address associated with your account within the Users section.

In CASEpeer, to the right of the case status, click on the case ID at the bottom of the dropdown to copy it.

- NOTE: In order for an email to be associated with a case, it is essential to send it from the email address linked to your CASEpeer account. A Firm Administrator can verify the email address associated with your account within the Users section.
- In CASEpeer, to the right of the case status, click on the case ID at the bottom of the dropdown to copy it.

Navigate to the email associated with your CASEpeer account.

Compose an email message to the party you wish to contact.

Before sending, paste the copied case ID to the BCC field of the email.

Make sure the correct photos, documents, or recordings are attached to the email.

The email will attach to the Notes Tab of the case as a note with the Email category and the attachments will go to their corresponding tabs, documents to the Documents Tab, recordings to the Recordings Tab, and photos to the Photos Tab.

- Navigate to the email associated with your CASEpeer account.
- Compose an email message to the party you wish to contact.
- Before sending, paste the copied case ID to the BCC field of the email.
- Make sure the correct photos, documents, or recordings are attached to the email.
- Send the email as usual.
- The email will attach to the Notes Tab of the case as a note with the Email category and the attachments will go to their corresponding tabs, documents to the Documents Tab, recordings to the Recordings Tab, and photos to the Photos Tab.