How to file an Email on Case or Matter in Orion

Orion's Practice Management System allows for filing of a number of different types of documents, PDFs, emails, or notes.

To file an email under a Matter:

Highlight/select the Matter on which you want to file the email 

Click on the Emails Tab to change the focus of the screen to display the Emails Tab.

You may then drag the email from your In box in Outlook to the Emails tab at the bottom of the screen and drop it there by releasing your left mouse key.

Alternatively, you may also open up the Email Manager icon on your Orion Sidebar and drag emails to the Email Manager and file them later from there.