Save email preferences

  1. Go to the
    Legal Tracker
    section, then
    Preferences
    .
  2. The Save Email and Attachments lets you define default values to the following fields:
    • Folder: Select a default folder for uploading emails and attachments to a matter. Modify the folder selection during the
      Upload Emails and Attachments
      process. Select the matter hyperlink to change the folder before you upload the email.
    • Access Security: Specify a default access security setting for uploaded emails and attachments. Modify access security during the
      Upload Emails and Attachments
      process. Select an option from the
      Access security
      menu in the
      Choose Matter
      window.