Email Examples and Scenarios

Overview

There are several ways you can use ActionStep email in conjunction with you regular email and these are best illustrated by example.

Scenario 1: You receive an email in your external mailbox

You have received an email in a mailbox outside ActionStep and you want to save it to matter ID 1234.

Subject Line Method

Forward the message to [e-mail] and append id=abc:1234 to the subject line.

Wildcard Method

Forward the message to [e-mail].

Scenario 2: You send an email from your external mailbox

You're not logged in to ActionStep and you send an email from your external mailbox and you want a copy saved to action ID 1234

Subject Line Method

BCC the message to [e-mail] and append id=abc:1234 to the subject line.

Wildcard Method

BCC the message to [e-mail].

Scenario 3: You receive an email in ActionStep but you're not logged in

You can setup your Email Preferences in ActionStep to automatically copy any messages to your external mailbox when ActionStep receives a message. The subject line of the message will show the word "(COPY)" to make it clear that this is just a copy, and the original is already in ActionStep.