CBL File to Matter

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Already Filed

This email appears to have already been filed before.

You may still file this email to another matter if it is also relevant there.

Matter Picker

Show closed/dormant

Keep this matter selected for backlog filing

Select a matter, then turn this on to reuse it for the next emails.

Search client, matter, alias, or path

Bulk Filing

Multiple selected emails detected.

Bulk mode saves selected emails only. Open an individual email to file attachments.

Email Filing Options

Save email

Correspondence type Client External Internal

Select a matter to preview the email destination.

Email destination subfolder Email filename

Attachments

Create subfolder

Use this only when the existing matter folders are not specific enough. Do not create duplicate or convenience folders. If you are unsure, file to the standard folder or ask Alex.

Parent folder New folder name

Select a matter and parent folder to preview the new folder path.

I confirm this folder is needed for a distinct set of documents.

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Matter Picker

Bulk Filing

Email Filing Options

Attachments

Duplicate Warning