Mailed document
Keep the copy of the document associated with the CaseMail mailing record so you can return to what was sent.
Records Management
Keep certified mail records organized and easy to retrieve.
Keep CaseMail mailing and communication records connected so you can return to the document, mailing history, certificates, and delivery information associated with each record.
Mailed documentThe copy associated with the mailing record.
Mailing historyThe mailing and tracking history connected to the record.
Delivery informationUSPS delivery status and ERR information when used.
CertificatesRelated Certificates of Mailing & Delivery.
What are certified mail records?
Certified mail records document what was mailed and the related mailing and delivery history. CaseMail keeps the mailed document copy, USPS tracking and delivery-status information, Electronic Return Receipt information when used, and related Certificates of Mailing & Delivery connected to the CaseMail record for organized retrieval and verification.
Connected mailing records
Keep the pieces of a certified mail record connected.
The Records Management module keeps the key parts of each mailing record together, including the copy of the mailed document, mailing history, delivery information, and related Certificates of Mailing & Delivery.
Mailing history
Review the mailing history and USPS tracking information connected to the same CaseMail record.
Delivery information
Keep USPS delivery-status information and Electronic Return Receipt information, when used, associated with the mailing.
Certificates of Mailing & Delivery
Keep the related Certificates of Mailing & Delivery connected to the mailing record for organized retrieval and verification.
Organize & retrieve
How does CaseMail help organize and retrieve certified mail records?
The CaseMail Records Management module keeps certified mail records organized within your account, including copies of mailed documents, mailing history, delivery information, and related Certificates of Mailing & Delivery. Teams can return to those records when needed, use client and matter tagging to organize them, and use role-based access permissions to manage who can access them.
Search your account records by:
- Date & time
- Case name
- Recipient
- Client name
- Mailing type
- Mailing status
Return to complete mailing records
Return to previous mailing records and review the copy of the mailed document, mailing history, delivery information, and related Certificates of Mailing & Delivery kept together within Records Management.
Organize by client or matter
Use client and matter tagging to keep mailing records—and the documents and certificates associated with them—organized around the people, matters, or work they relate to.
Manage team access
Use role-based access permissions to manage who can access the mailing records, documents, and certificates maintained within the Records Management module.
Download the record you need
Download the complete mailing record as a single PDF or download individual components separately.
Records Management & Digital Evidence Archive
Records Management and the Digital Evidence Archive serve different purposes.
CaseMail Records Management is where mailing records are organized and retrieved, including copies of mailed documents, mailing history, delivery information, and related Certificates of Mailing & Delivery. The Digital Evidence Archive is designed for the deeper preservation and verification of Certified Email correspondence and its supporting evidence.
Organize and retrieve CaseMail mailing records.
- Copies of mailed documents
- Mailing and transaction history
- USPS tracking and delivery information
- Electronic Return Receipt information, when used
- Certificates of Mailing & Delivery
- Client and matter organization
- Role-based access permissions
Preserve the deeper evidence associated with Certified Email correspondence.
- Email messages and conversation history
- Participants
- Attachments
- Verification and certification information
- Supporting message and technical evidence
- Certificate history associated with the Certified Email record
Frequently asked questions
Records Management FAQs
What is CaseMail Records Management?
CaseMail Records Management is the part of CaseMail that helps you keep mailing records organized and easy to retrieve. It keeps the mailed document and the related mailing, delivery, and certificate information connected in one record so you can return to it later for review, follow-up, or verification.
What does CaseMail Records Management keep together?
CaseMail Records Management keeps the key parts of each mailing record connected, including the copy of the mailed document, mailing history, USPS tracking and delivery information, Electronic Return Receipt information when used, and related Certificates of Mailing & Delivery.
How do I find and retrieve previous mailing records?
You can view all of your mailing records from your CaseMail account and use search filters to find the record you need, including date and time, case name, recipient, client name, mailing type, and mailing status. Once you find a record, you can download the complete record as a single PDF or download its individual components separately.
How do Certificates of Mailing & Delivery relate to my CaseMail records?
Certificates of Mailing & Delivery are part of the CaseMail Records Management module and remain connected to the mailing record they document. This keeps the certificate with the mailed document, mailing history, and delivery information so the complete record can be reviewed, retrieved, or downloaded together when needed.
Can I organize mailing records by client or matter?
Yes. CaseMail lets you use client and matter tagging to organize mailing records around the people, cases, matters, or work they relate to. This makes it easier to group related mailings and return to the records you need without treating each mailing as an isolated item.
How is Records Management different from the Digital Evidence Archive?
Records Management is focused on organizing and retrieving CaseMail mailing records, including mailed documents, mailing history, delivery information, and Certificates of Mailing & Delivery. The Digital Evidence Archive is designed for deeper preservation and verification of Certified Email correspondence, including messages, participants, attachments, certificate history, and supporting evidence.
Get started
Ready to keep your certified mail records organized?
Create your CaseMail account to send postal mail online and keep the resulting mailing records, documents, delivery information, and Certificates of Mailing & Delivery organized in one place.