How do I create a mail item?

Written By Eugenia Gueorguieva (Administrator)

Updated at September 22nd, 2022

From any page

To create a new mail item, from any page in the application, click on the (+) icon on the top right and select “+New Mail Item”.  

It will open this page:

You will need to select the matter first in order to be able to attach documents.

From the Matters page

Another way to create a new mail item is from a matter’s mail log quick link, which looks like an envelope. The quick links are displayed on the Matters Overview page.  

Clicking a matter’s mail log quick link will open the following page:

From here, clicking on the green “+ New Mail Item” button will open the + Mail Item page with the matter name prepopulated.