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.
Other Notes:
- Ony Owners and Admins can create templates with attachments. Documents must be attached when creating the Correspondence in a Matter.
Attaching
Click the Browse button to navigate to the document(s) you want to attach. Or you can add attachments by dragging documents to the drop zone (see image below). Note that once you attach a file, you cannot edit the file name.
Viewing and Downloading Attachments
Click on the attachment to open a viewer for the attachment. 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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