You can automatically create a document record in managemate from an email, in one step!

Video walkthrough

https://www.loom.com/share/2fb7f6bc35264cd59b1f9a795956996d

How to automatically create a document from an email

Steps:

1. Send or forward an email (with or without file attachments) that you want to save as a document record in managemate - send it to your condo’s dedicated email forwarding address.

That’s it! 🥳

Rules we follow when we create a document from an email

New documents are created in real-time

Emails sent or forwarded by registered users to their condo’s dedicated email address are processed by managemate automatically behind the scenes, right away. On average, it will take 1 to 2 minutes for the new document that we create from your email to appear in your condo’s account in managemate.

Emails can be turned into documents, with or without file attachments

Files attached to your email will uploaded to the new document we create from the email. Emails without attachments will still be processed, but since there are no file attachments, no files will be uploaded to the new document record.

Files that are attached inline in an email, such as embedded images, will not be processed or uploaded to the new document record.

One document is created per email

One document is created per email. All of the file attachments in an email will be uploaded to the document. Remove any unwanted email attachments before sending or forwarding the email.

We automatically fill in certain document fields

Document name = email subject line Files uploaded = email file attachments (inline attachments are not included) Document description = email body Document date = email received date Created by = user sending the email

<aside> 💡 Tip - You can tailor the document that will be created by tailoring the subject line and email body. You can also add or remove unwanted file attachments from the emails to control what files are uploaded to the new document record.

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Only the first email in a thread is saved

The first email in an email thread will be converted into a document in managemate. Subsequent messages like replies from other users will not be converted into a document.