I don't see a 'how to' for attaching an email from the log to the checklist
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Sharon!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
To clarify, are you trying to get an attached document onto the Checklist, or a copy of the body/message of the email onto the Checklist? Attached documents will populate in the Documents tab which you can then assign to the Checklist, but the body of the email will not automatically transfer. So if the latter is the case, I suggest downloading a PDF copy of the email and then attaching (you can download a PDF version from your email client or by pressing Control + P or Command + PDF and then selecting "Save as PDF"). I'll also document this feature request for the team to review.
Created By Sharon Carlson
RequesterI don't see a 'how to' for attaching an email from the log to the checklist
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Sharon!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
To clarify, are you trying to get an attached document onto the Checklist, or a copy of the body/message of the email onto the Checklist? Attached documents will populate in the Documents tab which you can then assign to the Checklist, but the body of the email will not automatically transfer. So if the latter is the case, I suggest downloading a PDF copy of the email and then attaching (you can download a PDF version from your email client or by pressing Control + P or Command + PDF and then selecting "Save as PDF"). I'll also document this feature request for the team to review.
Have a great day!
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