Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Save complete client emails beside their attached documents.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
File emailed client documents in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.