CERTIFYING EMAILS

CERTIFYING EMAILS

STEP 1: Click Either the Track or Certify Prompt
Track Prompt: 
The Track prompt activates CaseMail's AI search & track function and lets CaseMail know this is an ongoing conversation of high importance that will need to be certified later. 
CaseMail will autonomously check for new messages and sync them to the tracking folder in your vault.
Certify Prompt:
The Certify Email Prompt enables you to immediately certify email threads. 
Step 2:  Search Screen
You can simply enter an email address or use the advance search for more specific search criteria.



Step 3:  Search Results Screen & Merge Function
Here, you will see all email threads found in your Connected Email Account and the email threads you have already synced to Your Vault. 

Microsoft will always return all individual messages for each thread. Gmail threads will already be grouped. 

You can differentiate which threads are unique by the last five characters of each thread ID. 




Merge Function

You can use CaseMail's merge function to sort and group the emails if multiple conversations are detected.

Click on the Merge link to merge and group messages by their thread ID.



Merged Thread IDs:


Step 4:  View Email Thread
This step enables you to verify the email thread is the correct thread before certifying. 
Click view


Step 5:  Click Certify 

CaseMail verifies & certifies the email thread. All messages, participant email addresses, and attachments will be synced to your vault.


Your Email Thread is Certified!
From the online certificate screen you can view and print both the Certificate and Digital Footprint records.


 

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