S
Sean McRoberts
Description of issue:
I work in an accountants practice. Accountants correspond
with clients via email. Our Managing partner would like
the emails accountants send to clients to be saved in the
clients working papers (i.e. a directory structure with
various types of document e.g. Word, Excel etc.)
I know that I can perform this function via "Save As" then
selecting the location to save the file. The problem with
this is that users will forget to do it.
Is there any way I can get Outlook to prompt the user to
save the email after they have hit the send button? They
can then choose to save the email in the directory
structure if relevant.
I work in an accountants practice. Accountants correspond
with clients via email. Our Managing partner would like
the emails accountants send to clients to be saved in the
clients working papers (i.e. a directory structure with
various types of document e.g. Word, Excel etc.)
I know that I can perform this function via "Save As" then
selecting the location to save the file. The problem with
this is that users will forget to do it.
Is there any way I can get Outlook to prompt the user to
save the email after they have hit the send button? They
can then choose to save the email in the directory
structure if relevant.