4.4.3.5.2. Import Email

As well as sending an email through SharePortals, you can add emails and their attachments from your Microsoft Outlook account to a record by following these steps.

• Click the green Import button in the Emails menu for the record.

*For your first time a window will be displayed, confirming that you want to give SharePortals the required permissions to retrieve emails from your Microsoft mailbox.

• A window with a list of emails from your inbox will appear.
  

• Select the email(s) you want to import using the checkboxes on the left-hand side of the emails.

• Select attachment(s) to import by clicking the checkboxes on the left-hand side of the attachment names, underneath the email bodies.

By default, checked email attachments are imported, but only stored against the email records as historical information, i.e. archiving the attachment data in SharePortals.

Sometimes, however, a document attached to an email related to an opportunity must be imported and stored but also stored as a separate document record. For example, a spreadsheet of pricing information should be imported from an email, but as it is expected to be worked on by several users, you want it to be available in the Documents menu for the record, giving it version control and making it easily accessible for other users involved in a project for that account. In these cases, you should check the Save attached files to documents checkboxes.

If no, attachments are selected, no attachments will be imported, and checking Save attached files to documents will do nothing.

• Finally click Import Emails to finish.