You can use the Attach from Matter button to:

  • Draft an email 

  • Attach a document that is stored on the matter on Equinox

To attach documentation from a matter in Equinox to an email:

  1. Click the Attach from Matter button 

  2. Enter the Matter Code for the matter you want to pull information from

    Note: If a matter code is present and between pipe characters in the email subject field, Equinox will automatically populate this field for you

  3. Click Next to continue

  1. Select the document or documents you want to attach to your email

  2. Click the Attach button 

  3. The document is now attached to your email