Saving emails & attachments - update
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
As outlinedĀ in this article - https://reapit.atlassian.net/wiki/spaces/RW/pages/620265491 - when your system is configuredĀ to save sent emails from within Reapit, emails and attachments will be saved
From version 12.124+, this function has been updated, ensuring that emails and attachments will be saved when sending emails from the areas outlined below
Providing you are already set up to save email messages, attachments will be saved when sending from the areas outlined below
1. Send email/template email from contact details From contact details on a record:
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2. Letters screen From Existing letters and files section:
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3. Document Management screen From a Documents screen:
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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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