The Everything
Start free trial

Help

Attachment auto-filing

What it does

Attachments land where they belong. Set the rule once — drawings to the job folder, invoices to accounts — and incoming files are filed as they arrive instead of living in your inbox.

Try this

Any drawings that come in for a job should go straight to that job's folder

What it needs

Your work mailbox, and the folders you want to file into.

What it won't do

It copies files into place. It won't delete the email or move anything already filed.

All help pages