send email attachments to client uploads
complete
K
Karmen Krinn
it would be helpful if we have the ability to send an email attachment to the client uploads section. There are some clients that we don't need the receipts feature for, as we are attaching receipts after the fact rather than using receipts to create transactions.
Also, the ability to print an email to PDF that can then be sent to the client uploads section, as there are times when there is no attachment, but something within the body of an email that could be attached to a transaction
Ryan Le Roux
updated the status to
complete
You can now copy attachments from an email thread directly into a client’s upload inbox.
From the Inbox, open the attachment menu and select Copy to client uploads. You can choose one or multiple clients, and Double will copy the selected attachment or attachments into each client’s upload inbox. If the email sender is already associated with a client, that client will be pre-selected for you.
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J
Jennifer Barrett
Yes, this would be so helpful. Then we can add them to a transaction. Currently, I have to print the email to pdf on my computer and then upload it to the transaction manually... or download the attachment and upload it manually.
M
Michele Martinek
This would be incredibly helpful during 1099 season as I had a TON of vendors emailing their w9's instead of using the link.
L
Lauren Geiger
Yes, I would very much like the ability to print the emails I am now managing in Keeper, since I save them in QuickBooks as PDFs. Thank you! (Also, Keeper email is a game changer!! So great!)