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elizabeth_gerber_7161b6
elizabeth_gerber_7161b6
Contributor ⭐️⭐️
September 8, 2017
Question

Email Attachements

  • September 8, 2017
  • 4 replies
  • 88 views
Something I noticed in the timeline is when I try and attach
an Email it does not let me save it. I know the emails are in Unicode, but that
is what they automatically save to so I am wondering if this can be changed or when while this file be supported in Timeline Attachments?



 

    4 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    September 8, 2017
    HI Elizabeth - what if you save the email as a PDF? That should work (and make it a little easier to view by others). 
    VP of Customer Success at Forcepoint
      lucy_danford
      lucy_danford
      Contributor ⭐️
      April 4, 2018
      Hey Dan,

      How do we save Outlook emails PDF so we can load to an Activity?  When I try to save an outlook email message using 'Save As' feature, I have the following options (but not PDF): 

      Text Only (.txt)
      Outlook Template (.oft)
      Outlook Message Format (.msg) 
      HTML (.htm; .html) 
      MHT (.mht) 

      Running into problems documenting emails I've sent to clients in Gainsight if the email contains screenshots.  Was hoping that attaching the email containing the screenshot in some way might solve for this! 
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      April 5, 2018
      Hi Lucy, it's been a while since I used Outlook (been on Gmail for a few years) but you should have an option under the Print menu to save to PDF. If one is not installed, you can get a free one online at a number of places. I used to use http://www.pdf995.com/ and it worked well.
      VP of Customer Success at Forcepoint
        heather_landgraf
        heather_landgraf
        Contributor ⭐️⭐️⭐️⭐️⭐️
        November 15, 2018
        wondering when we will have the ability to save .msg file types to timeline....

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