Posting an Email When Sending

When you click on the New Email button to open a new email within Outlook and the COM Add-In is enabled, the NEEDLES ribbon will display the Post Email to Needles ribbon group. After you have written and addressed the new email, you may select the Send and Post by Name button or the Send and Post by Case button . These options will let you post the email to the Notes tab and any attachments to the Documents tab of the selected Case or Provider.

If you create a new email from within Needles by clicking a party’s or provider’s email address, the Case # or Provider ID will be assigned automatically to the email (though you won’t see it), and when you click Send and Post by Case or Send and Post by Name, it will search on that Case or Provider automatically.

Click to select the Provider Name or the Case to which you wish to post.

If a name from the search results is listed in a case and as a provider, select either the Case number or the Provider Role and double-click or click the Post button to post to the desired area.

If the email being posted has attached files, they will be listed in the Attachments section of the window. Click the check box(es) to select Attachment(s) that you wish to post to the Documents tab of the selected Case or Provider.

If Folder Naming has been enabled in Firm Preferences, you have the option to save the email attachments in a subfolder of the default file path for that Case or Provider. Using the Document Subfolder dropdown, select the desired subfolder. Dropdown options are defined in the Document Naming Subfolder Mini Directory.
If Folder Naming is disabled, a Browse For Folder window will display when the Post button is clicked, allowing a file path to be manually selected in which to save the attachment(s).

The Note Topic “Email” will be assigned by default but may be changed using the Note Topic dropdown to select the desired topic prior to posting. The Note Topic dropdown will display topics from the Case Note Topics Mini Directory when posting to a case or from the Provider Note Topics Mini Directory when a Provider (a name not attached to a case) is selected.
Click on the Post button to send and post the email and selected attachment(s) to Needles. The Case Confirmation message will display when the email has successfully posted to a case. A similar Provider Confirmation message will display when the email has successfully posted to a provider. The email will be sent after it has posted successfully and either the Go To or Close button has been clicked.

Click on any one of the following options on the Case Confirmation message:

Post Elsewhere - Post the same email to a different case or provider within Needles.
Go To Case - Go to the case or provider to which your email was just posted.
Close - Click the Close button to end the posting process.

If the case selected for posting was part of a Companion Case Group, the Case Confirmation message will contain a fourth option.

Post To Companion Cases - Post the same email to companion cases.

When clicking on the Post To Companion Cases button, the Companion Cases Selection Window will display the companion groups to which the case belongs as well as the member cases for each group. Select the desired companion cases to which the email should be posted.

Click the check box to select the option Save file attachments to companion cases (which appears when Attachments have been selected for posting on the original post) if you wish to post the attachments to the documents tab of each of the selected companion cases.
Click on the Post button to post the email to the selected companion cases. The Case Confirmation message will display when the email has successfully posted.in which to save the attachment(s)