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Case ManagerCase Manager Documentation

Incident Email Communication

To collaborate with people who can't access Case Manager, send an email directly from an incident.

Email people who can't access Case Manager, like non-SOC staff in your organization, to exchange questions, instructions, and feedback about an investigation.

Case Manager transports emails using your organization's email servers. Your email server or service policies may restrict your email size or who you can send emails to.

Send an Email from an Incident

Send emails directly from an incident to communicate with people who can't access Case Manager.

  1. In an incident, navigate to the Messages tab, then click NEW EMAIL MESSAGE.Get to Know an Incident

  2. Compose the email and attach evidence.

  3. Click SEND.

Attach a File to an Incident Email

To add evidence to an incident, attach files to emails you send and receive directly in an incident. When you receive an attachment, safely preview it, view its details, and download it.

Your internal mailbox and email policies may limit and restrict what files you can attach, like how large or what file type they can be.

  1. When you create an email, click INSERT ATTACHMENT. The attachment appears as an icon in the email body.

  2. To send the email, click SEND. The attachment is added to the incident.

    After 60 days, the attachment is purged, but the email text is not. To add the attachment to the incident indefinitely so you can run actions and playbooks on it, convert it into an artifact.

Convert an Email Attachment to an Artifact

When you receive an email attachment, convert it to an artifact to investigate it further.

  1. In the incident, ensure the artifact doesn't already exist. You may duplicate an existing artifact you already created.Get to Know an Incident

  2. In the Messages tab, locate the email that contains the attachment.

  3. On the attachment, click the More The more options menu; three vertical dark grey dots on an off-white background. menu, then select Add to Artifacts List.

Download an Email Attachment

Download an attachment you received in an incident email.

  1. In an incident's Messages tab, find the email that contains the attachment.Get to Know an Incident

  2. On the attachment, click the More The more options menu; three vertical dark grey dots on an off-white background. menu, then select Download.