Manually Save an Email and Attachments

Tip

Emails and their attachments from the inbox can be permanently saved. After saving, the email can be deleted from the inbox which keeps it from becoming cluttered. To get incoming emails to automatically save, follow this tutorial: Automatically Save Emails (and Attachments).

1. 👆 Navigate to "Email" 👉 "Inbox - View / Manage".

Warning

The email must first exist in the inbox. To do this, send the email to the partitions email address: Send / Receive a General Email.

2. 👆 Select the email of interest.

Save Email

Tip

Clicking "Save Email" will store the email as a document in the system. It will not save the email attachments. The document will be of type "Received Email".

3. 👆 Click "Save Email" to open the "Document Upload" screen.

4. ✍️ Enter any document attributes, then 👆 click "SAVE AND RETURN".

5. 🥳 Email has been saved as a document and can be found in the "Email" folder.

Save Email Attachments

Tip

Clicking "Save Attachments" will store the documents attached to the email. It will not save the email itself.

6. 👆 Click "Save Attachments" to open the "Document Upload" screen.

7. ✍️ Enter any document attributes, then 👆 click "SAVE AND RETURN".

8. 🥳 Attachment has been saved and can be found in documents, or the folder/location specified on the upload screen.

Save Email & Attachments

Tip

"Save Email & Attachments" will store the documents attached to the email, as well as the email itself.

9. 👆 Click "Save Email & Attachments" to navigate to the "Document Upload" screen.

10. ✍️ Enter any document attributes, then 👆 click "SAVE AND RETURN".

11. 🥳 Attachment has been saved and can be found in documents.

12. 🥳 Email has been saved as a document and can be found in the "Email" folder.