Centralize email attachments into sender & project folders
Centralize email attachments into sender & project folders
Operations coordinators misplace client attachments in inboxes, exposing audit gaps. Archive email text and attachments into sender or project cloud folders, ensuring searchable logs and quicker handoffs.
Overview
Operations coordinators lose client documents and face audit gaps when attachments sit scattered in inboxes. This workflow captures every email body and attachment into sender- and project-based cloud folders, eliminating missed files and producing searchable logs so compliance and handoffs improve.
Notable Features
- Save attachments to cloud folders
- Organize files by sender or project
- Log metadata and share links