Keep a client's email and files
Connect Outlook, read a client's messages, save a message to their files and upload documents directly to the client record.
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The signed engagement letter is in one place; the client's reply with a revised statement is in another. Open the client's Email and Files tabs to work from one record.
Read and file email
Connect your Outlook from Email first. The client tab tells you when mail reading has not been switched on for the practice or your mailbox has not been connected; Go to Email takes you to the setup page.
On a client record, Email shows messages associated with that client. Open a message and choose Save to files when it belongs in the record. This saves the message as an .eml file against the client. It does not silently file every message you read.
Add and find files
On Files, choose Upload or drop files onto the client page. Files saved from email appear there too. You can browse by year and category or by case, or switch to the list. The firm-wide Files page brings together client-record files, portal uploads and case files; its folders start with client, financial year and category.
Open a file to check it before relying on the filename. The preview drawer provides a download action and lets you move through the current folder.