Skip to content

Create a dated project folder from incoming emails

Unstructured inbox emails bury attachments and delay billing or client delivery. Files are moved to a named shared folder per message so documents are accessible for same-day review.

Create a dated project folder from incoming emails

Overview

If incoming emails bury attachments, your billing and client teams waste time hunting for files and miss deadlines. This creates a named shared folder for each qualifying message so documents are accessible for review and same-day action.

Create a dated project folder from incoming emails