Archive email messages

Audience:
person
•
Version: 10.5
• 2 minutes to read
 • 2 minutes to read

You can save an email or a specific attachment to SuperOffice CRM by archiving it. This ensures the content is linked to the correct company, contact, and optionally a project or sale.

Archive incoming email

To save a received email to SuperOffice:

  1. Select a message in the inbox.

  2. Click the Archive button () and choose Archive email.

    SuperOffice Inbox archive menu with Archive email, Create task, and Create request options -screenshot

  3. If the sender is unknown, the Add contact to SuperOffice dialog opens.

    • Start typing to search for an existing company or contact.
    • Or, click Create new company and contact to register them.
    • To skip adding the sender, click Do not add.

  4. The Document dialog opens with the email file (.somail) attached.

    Document dialog with .somail file attached -screenshot

  5. Make any changes if needed, such as linking the email to a sale, project, or category.

  6. Click Create to archive the message.

Archive outgoing email

To archive an email you are sending from the SuperOffice Inbox:

  1. Compose your message as usual.
  2. Click Send and archive instead of Send.
  3. The Document dialog opens so you can review and confirm the archive details.
Tip

If you forget to archive a message when sending, you can still archive it later from the Sent folder using the steps above.

Archive an attachment

You can also archive individual attachments separately from the email body.

  1. Select the message in the inbox.

  2. Below the email header, locate the list of attachments.

  3. Click the next to the file name.

  4. Choose Archive from the menu.

    The Document dialog opens with the file pre-attached.

  5. Click Create to archive the attachment.

You can also select Download to save the file on your device.

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