Save email attachments to project files folder automatically
Save email attachments to project files folder automatically
Your project email attachments sit in inboxes and obscure plans or invoices, delaying site decisions. Files are auto-saved to a shared project folder for quick retrieval and same-day billing.
Overview
When plan PDFs, vendor invoices, or site reports arrive by email they can sit in personal inboxes and slow approvals or billing. This flow captures attachments, gives them clear names, and files them to the right project folder so coordinators can retrieve documents instantly and prepare billing same day.