Attachments are automatically saved to a Case when you link an e‑mail to a Case in Casefriend. You can choose which attachments to save to the Doc Browser. This helps keep your case files organized without clutter from unnecessary items like signature images.

🖇️Saving e-mail Attachments to a Case

🖋️ Why This Matters

Not all attachments are relevant. e‑mail signatures often include small image files that you don’t need in your case documents. Casefriend gives you control to select only the attachments that matter.

📤 Step 1: Link an E‑mail to a Case

Navigate to E‑mail Insights and select the e‑mail you want to Link.
Click Link to Case.
The Link Attachments modal will appear, listing all attachments found in the e‑mail.

📘 Learn more about linking e-mails here

✅ Step 2: Select Attachments

Review the list of attachments, including file type, name, and size.
Check the boxes for the files you want to save.
Click Add to include them in the Case.
Or click Do not include attachments if you only want the e‑mail without attachments.

📌 Where Attachments Go

Attachments you select will be available in:

Documents tab
Doc Browser for that Case

⚠️ Best Practices

Only save documents relevant to the case.
Avoid adding duplicate or unnecessary files (e.g., signature images).
Confirm large files are needed before saving.

❓ FAQ: Attachments

1. What happens if I click “Do not include attachments”?
The e‑mail will be linked to the Case without any attachments.

2. Can I add attachments later?
No. Attachments must be selected during the initial Linking process.

3. Where do saved attachments appear?
In the Documents tab and Doc Browser for that Case.