Calendar > Setting additional details for an Event > Associating E-mails

Associating E-mails

You may associate Amicus Saved E-mail records with Events. This is a convenient way to make e-mails required for an Event to be readily accessible to those Firm Members assigned. For example, you could associate with your Appointment an e-mail containing directions to your client's office.

To view, add, or remove E-mails on an Event, choose Documents and E-mail on the navigation list in the Event Details dialog.

Adding and removing E-mails

To add or remove E-mails on the Event, click the Select E-mail button under the E-mail heading to display the Select E-mail dialog box.

Two lists are shown in the dialog: at the left is the list of Saved E-mails available for selection; at the right is the list of E-mails that are currently selected. The top section of the dialog enables you to filter the E-mail list to your E-mails or all E-mails, to E-mails saved on a File or Contact on the Event, and by date range.

Select one or more E-mails and click OK. If any of the selected E-mails have saved attachments, you will be prompted as to whether to also associate all the corresponding Documents with this Event.

Associating an E-mail with an Event (from the E-mail)

If you create a Follow Up To Do from an E-mail (from E-mail Details or a Communications list), that E-mail will be automatically saved (if currently unsaved) and associated with the new To Do.

If you choose to save attachments on the E-mail during this process, you will be prompted to associate the corresponding Documents with the new To Do.

Viewing E-mails

To view an E-mail on the Event, click its hyperlink below the E-mail heading.

In general, any Firm Member on an Event may view any of the E-mail associated with that Event, regardless of whether or not they are assigned to the Files that those E-mails are on. The exception is E-mails that are explicitly view-Restricted.