3. Email (Doc Management)

Centerbase’s new Document Management includes an enhanced Email module.
All users on environments enabled with Centerbase Document Management will have access to the new Email module, accessible by clicking “Email” under the “Doc Management” menu in the left navigation bar (1).

The user’s folder structure will be identical to what is set up in Microsoft Outlook. Double-clicking on a folder will open/close sub-folders from the view. Users can also add new folders and drag-and-drop to rearrange folders (2).

When a folder is selected, users can filter, sort and search (3).

Assigning an email, either received or outgoing, will automatically save that email in a folder called “Email” within the matter site in Document Management. When the user clicks on “Assign to matter” a list of matters will appear, and the user can assign the email to one or more matters. The same button can be used to update assignments, but emails will not be removed from matter site once saved. Attachments will be saved with the email (4).

When an email has been assigned to a matter, a visual indicator and the name of the matter will appear with the email in the conversation list (5).

Users can attach documents either from their computer (by clicking the paper clip icon) or Centerbase Document Management (by clicking the cloud icon)(6).

The new dialog to create an email is available else where in Centerbase, but users must enable this feature by navigating to “Settings” > “E-mail” and then toggling “Use New Email Experience” to “Yes”.

For more information, see Centerbase Document Management Overview