SENDING CERTIFIED EMAILS

CaseMail's On-demand email certification enables you to send emails directly from your own email provider, such as Microsoft or Gmail, without first logging into CaseMail, ensuring all your email communications are covered. 

When your email threads are ready to Track or Certify then either click Track or Certify.

​

• Related Articles

• 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 ...

• MANAGING CLIENT VAULTS

  Click on the Manage Access Link Here, you will see your client's vaults and the email records that have been shared with you. SEND CLIENT INVITE TO SETUP A FREE CASEMAIL VAULT. Note: Both accounts must be verified before you or your client can access ...

• MANAGING VAULT RECORDS AND ACCESS

  VIEW YOUR VAULT RECORDS: Click on the My Vault link located on the left menu. Here, you will see the email threads you are tracking and the emails that have been certified. You can perform multiple actions in both the Tracking Records and Certified ...