Save Emails

Save emails and attachments directly to Asite.

Updated over a week ago

Click on a relevant option to understand how to save emails:

Opening the aMail panel to save emails

There are two ways to open the aMail panel for saving emails: you may use the top navigation ribbon menu, or you may right click on your selected emails.

Use the aMail ribbon menu

When you have selected an email or multiple emails from your inbox or sent items that you would like to save, open aMail’s ribbon menu in the top navigation and select 'Save to Asite'.

This will open the aMail panel in the right-hand side of your Outlook window.

Use the right-click menu

When you have selected an email or multiple emails from your inbox or sent items that you would like to save, right-click and select 'Save to Asite'.

This will open the aMail panel in the right-hand side of your Outlook window.

Saving emails with aMail

  • 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 attachment as a separate file
      This option saves all the attachments separately in the selected folder.

      Note: When saving an 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 favorite folder.

Graphical user interface, text, application

Description automatically generated

To select from all the projects and folders you have access to, click on ‘Show all Folders’.

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 selected folder.

Graphical user interface, text, application

Description automatically generated

Once the email is saved, a tick icon with green background will be displayed on the email.

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.

Graphical user interface, text, application

Description automatically generated

Once the location is selected, click on ‘Save and Send’, and your email will be saved and sent simultaneously. A tick icon with green background will be displayed on the sent email.

Graphical user interface, text

Description automatically generated

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.

Graphical user interface

Description automatically generated with medium confidence

To disable this feature, go to your ‘Settings’ and untick the ‘Save Sent Email’ option.



Did this answer your question?