Four ways how to get email into SingleCase fast
Jakub Bouchner avatar
Written by Jakub Bouchner
Updated over a week ago

Briefly and clearly, how to do it:

  1. Drag and drop the email into the "Case Mail". It works the same way as dragging and dropping documents. The email with all attachments will immediately show up in your (and your colleagues') "Case Mail". At the same time, the attachments contained in it will be saved in the "Documents from Mail" folder in the document repository of the file. You do not have to manually prepare them.

  2. Connect SingleCase to your email inbox. If you do this, folders will automatically start to form in your email inbox for the individual cases you have in SingleCase. Then, just move or copy the email to the appropriate folder and it will arrive in the background in the "Case Mail" in SingleCase.

  3. Do you want to get only email attachments into SingleCase, but without the accompanying conversation?

    Use SingleCase Uploader. In Outlook, left-clickthe attachment. Then select "Save as" and open the path to the save location in the file "Desktop"->"Uploader"->"Client"->"Case".

  4. Need to open an attachment from an email, start working on it and then get it into SingleCase?

    Open the attachment in Word as you are used to. You can save the document directly from Word to SingleCase using SingleCase Uploader. In Word, select the "Save As" command and open the path to the save location in the project/file "Desktop"->"Uploader"->"Client"->" Case".

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