Import E-Mailbox

The import e-mail mailbox is used for importing e-mail messages into Advocate. This mailbox is used as a central post office where all messages are checked then distributed individually to the cases they refer to. Each time the import function is used, the mailbox is cleared to make way for the next batch of messages. Once all messages have been imported from the Outlook mailbox, the user selects each message he wants to include in a case file, then selects the case file to send the case to.

IMPORTANT NOTE REGARDING E-MAIL FILE ATTACHMENTS: Advocate's E-Mail Importer will not import e-mail file attachments and poses no risk of infecting your system should there be unopened attachments that contain viruses or malicious script files.

If you want to include in your case a document file, image or other file attachment received by e-mail, you must first open the attachment and save it to disk. This can be saved anywhere, for instance under "My Documents" then added to the Advocate DocuMinder.

Once the message has been sent to a case, that message becomes part of the case database for that case and is not deleted except by the user. In other words, the message is placed in a mailbox specifically for that case and no other. Messages left behind in the import mailbox are replaced the next time the import mailbox is used. When the import mailbox is used while a case file is open, the Send to Case button contains the case style name for the currently opened case. If you are distributing mail to several cases, you should close the current case that is opened and restart the import mailbox.