MyCase’s Email Integration will attempt to identify the correct contact and automatically save the email to that contact and case file. If the system is not able to identify the correct contact or case, the email will need to be resolved, or manually saved to the correct file(s).
You can assign the task of resolving your emails to someone else at your firm. This will allow them to see any email that you forward to MyCase via the Email Integration screen and assign it to the correct contact and/or case. We recommend choosing someone who is familiar enough with your cases to be able to identify the correct case or contact for the email.
How do I assign someone else to resolve my forwarded emails?
You can assign the task of resolving your emails to someone else at your firm. Click on Email Integration in the dock at the bottom of your screen and choose the Settings tab. Select the name of the firm user who will be resolving your emails.
Click “Save Settings” and now any email that you forward to MyCase will be viewable via their Email Integration Screen accessible from the dock at the bottom of their screen.
Learn how to resolve emails manually in Step 3 of this article.