Most Practice & Document Management Systems offer various email and attachment filing options. Use your Outlook emails to automate these tasks
From ChangeGPS use the PDF Attachment option to create a new Outlook message with the letter or report attached - Learn more...
For example in Letters (Merge) on the Produce step select an Email template and PDF Attachment to create an Outlook message:
Alternatively download and attach the document to an Outlook conversation.
Log emails in your HubSpot CRM with the BCC or forwarding address
With your HubSpot CRM email extension or add-in, you can automatically log emails sent from Outlook to HubSpot. You can also use the CRM's BCC address or forwarding address to manually log emails. Emails that are logged to HubSpot using the BCC address or forwarding address will include the email content and any attachments included in the email. The logged email will automatically be associated to the recipient's contact record, its associated company record.
In XPM send an email and attach it to a lead, quote or job
To add a document, file or note by email, create a message with your practicemanagerfiles.com address in the To, CC or BCC field and include the job or quote number somewhere in the subject line. Learn more...
Saving emails in SuiteFiles
With the new SuiteFiles Outlook add-in, your email conversations will automatically default to save in the location that the first email was filed into. Click here to find out how it works.
Let FYI auto-file your client emails
Access the FYI app within Outlook (desktop or online). File an email to a client and cabinet in FYI, without leaving your inbox. Learn more...
For other systems
Check with your solution provider to find out how they integrate with Outlook.