[AccessD] Case management and external files

Greetings All,
 
  Question: anyone done work with case management and external files (i.e
medical records, faxes, Word Docs, etc)?  I know it's always best to leave
them external, but beyond that:
 
a. Any best practices you've found for linking them to a given case - i.e.
do you tag them or place them in a per claim specific directory?
 
b. How do you handle inbound faxes?  Any recommendations on software?
 
c. What about e-mails with attachments?  Manual operation to cut/save the
attachment or something more automatic?
 
  Any insights would be helpful.
 
Thanks,
Jim