EMAIL

Add the 8am CasePeer Add-In to Your Outlook Email

Attach  Documents and Photos From an Email to a Case

Attach an Email to a Case

Attach an Email to Linked Cases

Attach an Incoming Email to a Case

Log an Email with the Outlook Add-in

Outlook Email Troubleshooting Tips

Review Email in Mail Review Center Inbox

Save Documents, Photos, and Recordings to a Case via Email Attachments

Send an Email with the Outlook Add-in

Set Your Default Email On Your Computer

Email Integration

Get Started with MailChimp

Activate the Mailchimp Integration

Change Your API Key or Username in Mailchimp

Manage Mailchimp Lists

Update a Client's Email When using the MailChimp Integration?

MailChimp Integration

Is GoDaddy compatible with calendar sync or saving emails?

Email Notifications Troubleshooting

What Happens if a Client Responds to an Email that was Sent Using the Case Specific BCC Code?

What is Mailgun?

How does bcc@bcc.casepeer.com work?

Why Does Nothing Happen When I Click an Email on a Case?

Why are BCC’d emails not working or auto-noting in 8am CasePeer, and how can I fix it?

Email FAQs

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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