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This article includes Importing and Sending Emails from within a matter in CityLaw/CountyLaw Next Generation (CLNG).
Contents:
Import Email
To Import an Email, click on the Import Email button (folder icon with an arrow in) on the Module Tool Bar.
The Import Email view will open and emails from your Outlook account will be visible in the panel. You may search for a specific email by name, subject, date or any identifying keyword/s. You may then select the email or any number of emails you wish to attach to the matter.
When an email is selected, it will be highlighted with light grey color, and a preview of the email will appear in a second panel to the right. If you wish to open the email in Outlook, select Open in Outlook at bottom left of the right panel. If you wish to attach the email to the matter, select Save to Matter at bottom right of the panel.
If multiple emails are selected the preview panel will not open. After you have made your selections, click Save to Matter at the top left.
An Import Email card will open for the purpose of editing or entering some information like a Summary or assigning a Type, Color, or Staff to the emails, the name of the preparer will be entered automatically. When you have finished entering the information, click the blue Save to Matter button at the top left.
To access the imported emails, go to Attachments by clicking on the paperclip icon in the Module Tool Bar. There will be a subfolder labeled Email, imported emails that are attached to the selected matter will be listed there as files.
If an Email folder did not exist in your list before, it will be created automatically.
Send Email
To send an email without a matter attachment, click on Send Email icon on the Module Tool Bar (an envelope with an arrow in).
An email draft will open as a separate tab in the browser with the case number and name of the matter already entered under subject. Click the pencil icon to the right to continue creating your email.
Click send.
The sent email will automatically be saved under Attachments.
If you discover an error in this document, or if you encounter any problems performing any steps described, please contact Cycom Support at support@cycominc.com or by calling 888-292-6688.
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