Select the Emails tab on the top pane of the matter.
To send an email from the matter, click New Message.
Click on the internal email subject tag
Add your preferred label
When your email has been sent, you will then see the label on your sent email in the Sent items folder
Open any matter in Thread.
Select the Emails tab on the top pane of the matter.
Select the email you wish to add a label to.
Hover over the email itself and the internal email subject tag will appear for selection.
Add your preferred label.
The label will now show on the email.
Sign in and search for the matter you wish to add the email to.
Add your preferred Internal email subject.
The email will show in the matter in Thread with your chosen Internal email subject.
To edit the email subject directly on the email in the Emails tab, click on the label icon and edit the subject in the pop-up:
Should you need to remove an Internal email subject, simply empty the Internal email subject field and Save.
To edit the email subject directly on a bundle in the Bundles tab:
Double click directly on the email added to Sections, and rename as required.
Renaming the email in the bundle will also rename the internal email subject of that email throughout the matter.
MATTER HISTORY:
To edit the email subject directly in matter History:
Click on the Email icon to preview the email.
Click on the Internal email subject label in the email preview.
Edit the Internal email subject as required.
Click Save.
The Internal email subject will now be amended throughout the matter.
Open any matter in Thread.
Select the Emails tab on the top pane of the matter.
Select the Internal Email Subject tag in the top right corner.
Select Internal email subject from the drop-down menu.
Emails with existing internal email subjects will now show the internal subject in the email list.
Open any matter in Thread.
Select the Emails tab on the top pane of the matter.
Select the Internal Email Subject tag in the top right corner.
Select Original email subject from the drop-down menu.
Emails will show only with the original email subject.
Open any matter in Thread.
Select the Emails tab on the top pane of the matter.
Select the Internal Email Subject tag in the top right corner.
Select Both from the drop-down menu.
Emails will show with both Internal and Original Email Subject.
If you moved any emails or email attachments to the Documents tab of the matter, you can view both Original and the Internal email subject when clicking on the Source icon to preview the email.
For more information on Documents see: Matter Documents - Overview
Open any matter in Thread.
Select the Matter History icon in the top right corner of the matter.
Matter History will only show the internal email subject if user has their view in the Emails tab selected as Internal email subject or Both.
If the Original email subject is the users’ selected view in the Emails tab, the original email subject will show instead.
Matter History will also show the original email subject if there is no internal subject title on the email.
You will still see both Internal and Original email subject in the email preview window.
For more information on Matter History see: Matter History
When creating a bundle, user can choose which email title to show, regardless of the subject view in the matter. If choosing Internal email subject for the bundle, the internal title will show e.g. 'Email to Insurance Company re RTA’. If the email has no internal title, it will show the same as it would when an email is added to a bundle normally i.e. ‘Email: Sender To Recipient – Original Email Subject’.
Open any matter in Thread in which you want to create/edit a Bundle.
Select Internal email subject from the drop-down menu of Email subject type.
The Internal Email Subject will show instead of the original email subject, where existing.