When an email that contains attachments is forwarded into MyCase, you can save it to a case file or as a firm document.
Save Attachment to a Case File
Lets you save the attachment as a document that gets linked to a case file of your choice.
Save Attachment to Firm Docs
For attachments that aren't related to a particular case, use this option to save the attachment as a Firm Document.
Save Attachment to Email Only
If you don't "Save to Case File" or "Save to Firm Docs," the attachment will still be accessible by opening up the message. You can access the message by selecting the "Forwarded Emails" filter on the Messages tab.
Remove the attachment from the email and delete it entirely from MyCase.
When Saving to a Case File or Saving to Firm Docs, you will be able to designate who the document should be shared with (more on that later in the article).
Let's take a closer into the different attachment options. Please Note: These options are available through the Email Integration screen when resolving forwarded emails.
Save Attachments to a Case File
Click the Save As: Case Doc button (pictured below). MyCase will save the attachment to the case that the email is linked to. To know what case the email is linked to, look at the field with the briefcase icon in it.
You can then select which clients and contacts you'd like to share the document with by clicking the Sharing button. You will be presented with a list of clients and and contacts - click the checkbox next to a person's name to share the document with them.