You can now use MacroView DMF to drag-and-drop, save, open and store documents and emails in your new matter location.
When saving an email, all of the emails non-personal metadata such as To, From, Subject etc. will be captured automatically as well at the properties of the matter where it is saved.
With optional CEF add-on: When an email is saved to the Emails folder within a matter, a tracking tag will be added to the email subject so that any subsequent forwards or replies are automatically saved to the same folder.
When saving a document, matter metadata is automatically recorded and the user is prompted to provide the Document Author and Document Type which will have default values based on the user saving the document and the folder the document is being saved to.