Automatically Save Emails (and Attachments)¶

Tip

Outgoing and incoming emails can be automatically saved if they include a specific code (within the email content). The emails can be saved on the documents tab for either a Study, Entity or Issue & Statement record.
Note that automatically saved emails will be deleted from the inbox, but can be found in archived if needed.

Automatically Save an Email to a Study¶

1. 👆 Navigate to Studies 👉 Click the Study of interest from the list.¶

2. 👆 Navigate to the Documents tab and go into the relevant folder location.¶

3. 👆 Click this button.¶

4. 👆 Click "Copy" to copy the code. This code is the name of the study.¶

5. ✍️ Send out an email and include the code copied in step 4 in its content.¶

How to Send / Receive a General Email.

6. 🥳 Refresh the documents tab (inside the study) to see that the outgoing email has been saved here.¶

7. ✍️ Send an email to the Active Steward inbox that includes the study code copied in step 4 . Attach a document to the email.¶

How to Send / Receive a General Email.

8. 🥳 Refresh the documents tab (inside the study) to see that the incoming email has been saved here.¶

Tip

Files attached to the email are automatically saved by the system. The files can be found on the "Document Search" screen. The document will be given the same name it had when attached to the email - 🔍 Search to find it. Instead of searching for the document, it can be accessed from the saved email directly:
👆 Expand the email by clicking the chevron - this opens the email attributes 👉 Click the link for "View Document" under the "Email Attributes - Attachments" section.

Automatically Save an Email to a Statement¶

9. 👆 Navigate to Statements 👉 List Issues & Statements 👉 Click the Statement of interest from the list.¶

10. 👆 Navigate to the Documents tab 👉 Select the email icon.¶

11. 👆 Copy the code. Send or receive an email that includes this code and it will appear here.¶

Tip

The email and email attachment are both saved. The difference is that the email can be accessed from this folder but the document is found in the "Search Documents" screen. The file will have the same name as it had when attached to the email - 🔍 search to find it.