Hi,
Is there any way to add the option of where to automatically assign an email in a matter rather than directly to documents?
We have a documents - correspondence - emails folder and it’s an absolute pain to have to go through each file manually, highlight all the emails in documents and then move to the specific folder.
Hello Jonty,
There is currently no option to save emails directly to a folder. Similar to your last post, it you have not done so already, please put in your feature suggestion here. Please include as much detail as you did in your post above. What are your pain points and how would this feature help in your practice. The more information the better!
I agree with JontySimmons. Our client folders include many subfolders to being able to view and choose the specific folder for emails to go into would be helpful to prevent the constant moving of files.
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