Capturing Correspondence
Correspondence capture attaches what arrives to the case it belongs to, so the file is complete.
Where to find it
Architect Panel → Integration & Connections:
- E-mail Inboxes — the mailbox and what it does with what arrives
- E-mail Accounts — the credentials behind it
The casework handlers are the inbox actions offered on the mailbox configuration. The correspondence records themselves are datastores, reached from All Datastores.
Three routes in
- A monitored mailbox — the platform polls it and applies the action you configured.
- Uploaded message files — a caseworker drags in a saved
.emlor.msg, which keeps headers and attachments rather than becoming a pasted screenshot. - Post — scanned and attached, with the received date recorded separately from the scan date.
Threading
Correspondence threads onto the record so a case shows its conversation in order. This is what makes handover work: a colleague picking up a case reads the thread rather than asking what has been said.
The received date is not the scan date
For anything with a statutory clock this distinction decides whether you breached. Record when it arrived, not when somebody got round to filing it, and make that the date the obligation derives from.
Text extraction
The Document Text Extraction task indexes attachments so their contents are searchable. It ships disabled; enable it every fifteen minutes if you want to find cases by what a document says rather than only by what it was named.