Save email attachments to client docs

Vous pouvez enregistrer les pièces jointes des e-mails de vos clients dans TaxDome soit manuellement, soit automatiquement.

Sauvegarder pièces jointes manuellement

When a client sends an email with an attachment, you can save it to TaxDome as if the client had uploaded it directly. To do this:

1. Open the email.

2. Click Save to documents next to the file.

3. If needed, change the file name and add a description, then click Save to documents again.

   

Sauvegarder pièces jointes automatiquement

You can auto-save attachments emailed to you by clients. To turn this feature on:

1. Click your profile at the top right, then go to Account settings.

2. Go to the Email integration section, and toggle on Automatically save attachments.

With this feature, attachments from clients’ emails (MS Office docs, PDF files, and images) will auto-save inside the default client folder with Client can view and edit access level.

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