Attach Email to Client/Transaction Uploads
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Brittany Chase
My apologies, I did not clarify. I'm referring to the "Notes" that are attached to Client Uploads and Transaction Files. When clients upload documents, their email of origin gets attached as a Note, but I don't see a way to download that email or attach/merge it with the transaction for support. These are emails that aren't in my personal mailbox since the client is sending them directly to the client portal. I've been either copy/pasting the email body into another document or taking a screenshot to upload.
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Yvonne Ilioi
For a bill/expense you can. Upload the email. While the Bill/Expense will auto move to Transaction files, you can click the ellipses under actions and the choose 'Move to Transaction Files'. Under Transaction Files, check both the bill/expense and the email you want to combine and the hit "Merge Files" in the popup.