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How To Associate Matter To Emails
How To Associate Matter To Emails

How To Associate Matter To Emails in ZenCase

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Written by Daryna Chorna
Updated over 11 months ago

Overview

You can associate a single or multiple matters to an email so that you can easily find all emails related to specific matter.

How To Associate Matters To An Email From Mail Inbox

  • Go to the Mail list page by clicking on the "Mail" button in the left navigation sidebar.

  • You will be redirected to the Mail page's "Inbox" folder.

  • Viewing a specific item in the Inbox list, hover your mouse over the email item.

  • Click the "..." three dots icon.

  • Click "Change matters" button.

  • Select one ore more matters in the dropdown.

  • Click "Done" button.

Congratulations! You have successfully linked matters to an email.
​Note: It may take a few minutes to link all of the matters to the email message.

How To Associate Matters To An Email From Email Details

  • Go to the Mail list page by clicking on the "Mail" button in the left navigation sidebar.

  • You will be redirected to the Mail page's "Inbox" folder.

  • Click on an email from the list to view the email details.

  • In the upper right corner of the email details page, click the "..." three dots icon.

  • Click "Change matters" button.

  • Select one ore more matters in the dropdown.

  • Click "Done" button.

Congratulations! You have successfully linked matters to an email.
​Note: It may take a few minutes to link all of the matters to the email message.

Bulk Associate Matters To An Email

  • Go to the Mail list page by clicking on the "Mail" button in the left navigation sidebar.

  • You will be redirected to the Mail page's "Inbox" folder.

  • Hover your mouse over email items and select the checkbox on the left of the email.

  • Once you've selected one or more email messages, then you will see a new "..." icon appear in the Inbox header to the right.

  • Click the "..." three dots icon to the right in the Inbox header.

  • Click "Add matters" button.

  • Select one or more matters in the dropdown.

  • Click "Done" button.

Congratulations! You have successfully linked matters to an email.
​Note: It may take a few minutes to link all of the matters to the email message.

If you have any questions, please feel free to contact us.

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