To save Emails in Asite through the aMail Outlook web add-in, select the Email, where you’ll get the aMail option in the ribbon menu.
Save Emails
Use the aMail ribbon menu
Select an Email or multiple Emails from your inbox or sent items that you would like to save.
When you open any Email, the aMail add-in icon will be displayed alongside the Email header or click on More apps.
Open aMail from the ribbon menu in the top navigation and select Save to Asite.
This will open the aMail panel on the right side of your Outlook window. Click on Other location to get the list of all the folders.
If you have saved files in the past, you will see a list of them in the recent tab. In the Favourite tab, you can find files that you have marked as favourites.
From the list, Select the folder where you want to save the email.
As an admin, users can also create folders within a project when saving to Asite via aMail in Outlook.
After selecting the folder, click the Save button to complete the process.
NOTE: You can choose to save only Emails or save Emails along with attachments. To save Emails with attachments, you need to update the settings first.
Saving emails with attachments on aMail
When you want to save an email with attachments on aMail, a window with options appears in the right corner of the screen, as shown below.
Save email with attachments
This option saves the email as the primary file and the attachments as secondary files in the selected folder.
Save attachments as a separate file
Tick this box to save the email and attachments as separate, individual files in the selected folder.
Save email without attachments
This option saves only the email without the attachments in the selected folder.
Save attachments only
This option saves only the attachments without the email in the selected folder. If there is more than one attachment, it will be saved as a zip file under the email’s subject file name.
Save the attachment as a separate file
This option saves all the attachments separately in the selected folder.
NOTE: When saving emails with attachments, you can unselect the attachments you do not want to save in the Cloud.
Select Location
Use the drop-down list to select where to save your emails from a recent or favourite folder.
To select from all the projects and folders you have access to, search for ‘Select location’.
You may select from the list of projects and folders here, or use the search bar to find a specific location.
When you have selected a location, click on ‘Save’. A confirmation message will display when the files are saved in the selected folder.
Once the Email is saved, a box with the ‘Saved to Asite’ text in a green background will be displayed on the Email.
NOTE: Only folders with the Allow saving emails from aMail setting enabled on the Asite platform appear in the list while saving emails. Folders without this setting enabled will not be displayed.
Prompt to Save Sent Emails
Save emails as you send them. You will need to enable this feature in your aMail settings. Please click here to learn how to update this setting.
When you click on ‘Send’ from any email draft, the aMail panel will open on the right-hand side of your draft window. From here, you will select how and where to save the email. To review these options, please click here.
Once the location is selected, click on ‘Save and Send’, and your email will be saved and sent simultaneously. A tick icon with a green background will be displayed on the sent email.
If you do not want to save the email to the cloud, simply click on ‘Send Only’. The email will be sent and not saved in the Cloud.
To disable this feature, go to your ‘Settings’ and untick the ‘Save Sent Email’ option.