Attach Email

Use Attach Email to access your email application's Inbox or Sent Items folder, and then pull the contents to a selection grid. From the grid, you can then choose the message that you want to import to the Attachments form.

You can choose to import an email message with attached files intact. Attach Email imports the files and separates them on the Attachments form, along with the message. For example, if you select a message with a .pdf attached, then the pdf appears on the Attachments grid as a separate file.

For a list of incompatible file types, see Doc360 - An Overview. For more information about working with documents, see Workflow: Work with Doc360 Documents.

You can access Attach Email via a link on the Attachments form. The link is located in the File Selection section of the form.

You can attach an email message or messages to an Activity, Note, or Vendor Invoice. Through the Attach Email form, you can search for and select email messages from your Outlook application (or another system-compatible email application).

Follow the following steps to access and use the Attach Email form:

  1. Open the Attachments form.
  2. In the File Selection area, click Attach Email to open the Attach Email selections form.

    You can also select a message directly from your Outlook mail window and drag it to the Activity or Attachment data entry form.
  3. To enable communication between this form and your email software application, select the protocol that applies to your application (Outlook® or Simple MAPI).
  4. Select whether you want to import a message from your Inbox or Sent Items folder. Email messages fill the grid.
  5. Highlight the first message to attach. Notice that the #Attachments column indicates the quantity of files attached to the message.
  • To import the message and the attached files, select the Include E-Mail Attachments box.
  • To import the message without attached files, clear the Include E-Mail Attachments box.
  1. Click Select. The Attach Email form closes, and the message you selected now appears in the Attachments grid.
Field/Group Name What is this?

Email Protocol
Email Protocol What is this?

Outlook

Outlook is the default selection. If Outlook is your email program you have more options available.

Simple MAPI

If your email program is Simple MAPI, then only messages in your Inbox appear for you to attach.
 

If the message you want to attach is located in another folder and you can only select messages from your Inbox, consider moving the message to your Inbox before selecting Attachments in Activity.

Folder Selection

If you use Outlook, the messages in your Inbox (default) appear for you to attach. However, you can select to look in your Sent Items folder, or click Select Other Folder to find your email message.

Include ___ days messages in list

By default, messages received in the last seven days appear in the list. You can type another number of days and click refresh.

 

You can select up to 999 days of messages. However, displaying more messages can impact database performance.

Message Grid

The email messages appear in the grid. To locate a message click anywhere in the table then use the following keys to locate the message you want to attach:

  • Page Down
  • Page Up
  • Down Arrow
  • Up Arrow

When you have located the message you want to attach, select the message and click Selector double-click the message.

Include Email Attachments

This option is selected by default. When checked, Email Attachments are included with the message.

 

When you view an MSG file it appears in the same format as it does when you open it in Outlook.

What's Next?

Once you have selected your attachments, click OK on the Attachments form and finish your Activity, Note, or Vendor Invoice.

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