Corresp. - Email Attachments

Overview

When sending email Correspondence, you can add one or more attachments (total file size limit of 25MB).  For example, if you need a form filled out to release certain types of records (e.g., IRS Form 8821 for release of taxpayer records), you can attach that to the email Correspondence.

You can attach files either stored on your computer or network, or you can attach files that have already been uploaded to one of the folders in the matter or stored in the Library.

Attaching

Files from your Computer or Network

1. Upload:  Click the +NEW button and 'Browse My Computer' to access your computer or network files.  You can select one or multiple files to attach.
   
2. Drag-and-drop:  Add attachments by dragging documents to the +NEW button, which is a drop zone (see image below).  
   

Files Saved Into the Matter or Library

Click the +NEW button and 'Browse Matter Folders'.  A dialogue window will display the folders in the matter, which now also includes the Library folder; select the folder, then select one or more documents by checking the box to the left of the document name:

Viewing and Downloading Attachments

Click on the attachment to open a viewer.  Once you've opened the viewer, you can also download the attachment.  Return to the underlying Correspondence by clicking on the  CLOSE VIEWER  button.

Is there a question we haven't answered?  Please send it to us at support@safarilaw.com. 

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