Can I file an email and save the attachments within the email, rather than filing each attachment as a separate item?

When an incoming email is received and contains attachments, both the email and attachments are saved as separate documents. However, attachments can be accessed from within the Email Drawer by expanding the Attachments section in the drawer.


The Email and Attachments may or may not be automatically filed in FYI depending on the Auto File settings. Refer to Introduction to Email AutoFile.

Note: When enabling the practice setting "AutoFile Else In Tray - Emails only (In Tray for attachments)", all attachments will sit as drafts in the users In Tray. Users can then choose to file or delete the attachments from their In Tray.

For information on how to file email attachments, refer to Filing Email Attachments.

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