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Storing multiple emails in Document Manager

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Experienced User JoannaHD
16 Posts
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JoannaHD
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Storing multiple emails in Document Manager

Hi

I am often asked to go into my boss' emails and store all emails relating to a specific client under that client in MYOB AE / Document Manager.

 

Is there a way to ctrl-click and select all relevant emails and save them into DM in one go?  All the details in the drop down boxes would be the same.

 

Sometimes there are say 50 emails I need to save and it takes a long time doing them one by one and making all the selections from the drop down boxes every single time.

 

Thanks

Jo

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Experienced User Jacksen
12 Posts
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Jacksen
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Re: Storing multiple emails in Document Manager

I'm not sure how ideal it is, but you could try drag&drop/saving them all to a folder then use the 'import document' button in AE to select them all.

Experienced User JoannaHD
16 Posts
Experienced User
JoannaHD
Experienced User

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Re: Storing multiple emails in Document Manager

Hi Jacksen, thanks for the tip.  I cannot see an option to import documents.  When I have the Documents tab open, under Multidocument it has an option to Export Documents but not import.

Experienced User Jacksen
12 Posts
Experienced User
Australia
Jacksen
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Accepted Solution Solved Solution

Re: Storing multiple emails in Document Manager

The 'Import document' under 'ADD DOCUMENTS' on the TASKS bar.

I've attached a screenshot.

Untitled.png
Experienced User JoannaHD
16 Posts
Experienced User
JoannaHD
Experienced User

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Re: Storing multiple emails in Document Manager

Excellent, that worked.  Thank you! :-)

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