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.