Saving sent emails - attachments now saved

Owned by Fiona Hardy
Last updated: Nov 15, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Wherever sent emails are being saved, from version 12.119+, attachments included in the email will be stored automatically (as well as the email itself) - this feature is currently just for Outlook email

Configuration is required in order for sent emails to be saved - if not configured on your system, please click here to raise a configuration request with Reapit Support

1. Send email

An email can be sent from within the system in various places

For example: 

  • Click envelope icon beside an email address

 

Emails can be sent from various areas across the system
For example: from the offers screen, the sales progression screen and when booking a diary appointment

2. Saved email in Activity Feed

After the email is sent, a record of this is added to the Activity Feed of the related record(s)

  • Sent emails and letters are shown with an envelope icon

  • Emails that have been sent with an attachment also display a paperclip

  • Double-click the email to open

 

3. Saved email

The sent email is shown including:

  • recipient name(s)

  • email message

  • attached file(s)
    Double-click to open/view the attached file

 

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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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