Save the email attachment to the Documents tab / module automatically
It would be beneficial to be able to drag an email attachment (or multiples) directly from an an email into documents tab of a superior item (project, deal, etc.). Today, one must drag it to a folder or desktop then drag it into EWay. If it could be drug directly, it would be easier to use EWay as the project and deal repository. Possibly it wasn't designed for these purposes, but it lends itself to this quite nicely.
I would only add to this that if one uses the Document repository in EWay that it should also be easy to open from Eway, edit and save back into EWay directly. I believe this too is problematic today.
Comments: 5
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03 Oct, '22
Donald Harrison MergedWhen Emails with attachements are sent to E-Way it automatically creates a linked document. Including when batch loading back log emails.
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30 Mar, '23
John MergedWhen an email is saved and is viewed via a contact, the attachments could be automatically saved to documents tab. There could also three tabs, all, incoming / received and outgoing / sent
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06 Jun, '25
Jan Lalinsky System"Save email attachements to documents" (suggested by <Hidden> on 2023-03-30), including upvotes (3) and comments (0), was merged into this suggestion.
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06 Jun, '25
Jan Lalinsky System"Email Attachments - Auto create linked document" (suggested by <Hidden> on 2022-10-03), including upvotes (2) and comments (0), was merged into this suggestion.
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23 Jul, '25
Moderator Admin1. I miss the drag & drop function between outlook 365 and email window from eWay. That would be really convenient.
2. Uploading multiple files is not possible. I cannot select multiple files in under upload button. Drag and drop from email in Outlook Online or local folder would also be fantastic here, but I understand that is a challenge. Selecting multiple files under the upload button would already be more efficient.