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→Setting up Email within a UTA
If you are working with a {{UTA}} with email correspondence that is important to track, then you should consider integrating email messages within your application.
You can configure {{l2}} and {{l3}} records to be tracked as emails which are attached to their the relevant parent Level 1 record.
Instructions on how to configure {{l2}} types as emails are as follows. For example, if you are working with “cases” ([[Level 1 Entity]]), it may be important to have a complete audit trail of all email transactions around the case.