Saving Attachments

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Saving Attachments

 

If your email has attachments and you wish to save them separately to the client folder as well, open the Attachments panel and select the Save attachments checkbox. All non-embedded attachments (an embedded attachment is e.g. your company logo embedded in the email body) will be saved to your target folder as individual files. If you don’t save the attachments individually, the saved email item (.msg) will still contain the files if you open the email in Outlook.

savingattachments

 

Save Attachments Only

After you've opened the Attachments panel and selected Save attachments, you must then select the Save attachments only? checkbox.

savingattachmentsonly

 

Saving Selected Attachments

If you don't want to save all attachments, you can simply untick the checkbox next to the attachment/s you do not wish to save.

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Why would I save attachments as separate files outside the email?

There are many reasons, one could be that you wish to forward a particular file separately and create a new email through the Mail Templates software or if you wish to edit the attached file.