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This article applies to:

  • Product: Case Notebook
  • Subject: Documents

Send key data from Microsoft Outlook to Case Notebook

You can send email and attached documents from Microsoft Outlook to Case Notebook. To send emails and attachments, complete these steps:
  1. Open
     an email message in
    Microsoft Outlook
    .
  2. Select
    File
    .
  3. Select
    Send as Document
     or
    Send as Pleading
    .
  4. When the import process is complete, the email text and attachment are displayed.