You use the e-mail function in Carerix. Outgoing and incoming e-mail are linked to one or more files. According to which does this happen?

At every file there is a option 'Choose e-mail' with a list of templates, as long as there are suitable templates. If you create an e-mail based on one of these template, then the e-mail is automatically linked to this file. 

An e-mail that is created with the (+) button isn't automatically linked. If it is possible Carerix will try to link the mail based on the e-mail address.

E-mails that come in to the system are linked using the following manners.

If an incoming e-mail is a reply on a message that was sent from Carerix, then Carerix will recognize that. The reply is linked to the same file(s) as the outgoing e-mail.

Carerix looks to the sender's e-mail address from a incoming e-mail. If this e-mail address belongs to someone in the Carerix system, the e-mail message is linked to this person. 

It is also possible to manually link an email to a file. You can do this by opening the relevant email. In the same bar where you see the options "reply" and "save," you will also find the "link" button. If you click on it, you can then search and select the correct file.