Breadcrumbs

Saving incoming emails in Document Manager

To save an incoming email in Document Manager

  1. Open the email and click Share It. The Create email window opens.

  2. Select the Link this email to a previously captured email option.

  3. Click the ellipsis in the Reference No field to find and select the initial email. The client details and reference number will be displayed in the appropriate fields.

  4. Click OK. The linked email is in the database against the relevant client record.