Save to SuperOffice

Audience:

person

•

Environment: cloud

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 • 2 minutes to read

Archive email to SuperOffice

To archive information from an email in Outlook and save it to SuperOffice:

1. Open or select the email you want to archive.

2. Open SuperOffice for Outlook (if not pinned)​.

3. Choose the appropriate action in the SuperOffice sidebar.

4. Make any necessary changes to the fields.

5. Click Save to archive the email.

Save attachments to SuperOffice

You can also save email attachments directly to SuperOffice by following these steps:

1. Open the email that contains the attachments.

2. Choose Save attachment in SuperOffice from the SuperOffice sidebar.

3. Select the attachment you want to save from the list shown.

4. Fill in the required fields and click Save.

5. To save another attachment, repeat steps 1-4.

Note

Previously saved attachments will be marked as "Attachment already saved."

Send and archive

To send an email and automatically archive it to SuperOffice, follow these steps:

1. Select New mail in Outlook.

2. Open SuperOffice for Outlook (if not pinned)​.

3. Turn Archive email in SuperOffice on.

   

   Note

   Bcc to SuperOffice Mail Archive is required to ensure the email is archived in SuperOffice.

4. Add recipients to the To field. If their email is known to SuperOffice, the Company and Contact fields will auto-fill.

5. Fill in any missing information or make adjustments as needed.

6. Click Send to both send the email and archive it to SuperOffice.