Archive attachments
If the attachment is the only part of the email you would like to keep for future reference, it is possible to archive an email attachment in SuperOffice CRM as a document. Follow these steps:
In the Gmail inbox, open an email containing one or more attachments.
Hold the mouse-pointer over the attachment you want to archive.
Click the SuperOffice icon
.In the Archive attachment as a SuperOffice document dialog, the Company and Contact fields is automatically filled if the sender is registered in SuperOffice. Fill in relevant information in the following fields:
- Subject: The subject is automatically inserted in this field. However, you can edit the text.
- Company: Search for a company by starting to type the company name or select a company in the list.
- Contact: Select a contact in the list. You can also search by starting to type the contact name.
- Sale: If relevant, link the document to a sale.
- Project: If relevant, link the document to a project.
- Date: Today's date is automatically inserted in this field. Click the field to select another date.
- Time: Click the field to select another time.
- Type: Select one of the available document templates.
- Visible for: Select if the document should be visible to all users, private visible only to the owner) or visible to all users in a user group the owner belongs to.
- Mark as completed: This option is checked by default, but you can uncheck it if necessary.
If the sender of the email is not listed in SuperOffice CRM, a warning will appear at the top of the dialog. A warning also appears if the sender is registered on multiple companies in SuperOffice CRM.
Click Save. The selected attachment is archived to SuperOffice CRM as a new document. You can then double-click the document in the Activities section tab to open it.