Save email attachments as organized files for records
Save email attachments as organized files for records
Your inbox attachments hide invoices and client files from records staff, delaying retrieval and audit readiness. Files are centralized and named for fast access ahead of the next billing run.
Overview
Inbox attachments often bury invoices and client files, slowing records and billing teams. This workflow captures those attachments, gives them clear sender-based filenames, and deposits them in a shared drive so staff can access needed documents the same day.