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Send important files and attachments directly to jobs by email.
Send important files and attachments directly to jobs by email.
Martin avatar
Written by Martin
Updated over a week ago

Set-up

  • Tudodesk back-office

What's this for?

  • Automate your document storage processes in Tudodesk and save heaps of time. Send your important attachments and files directly to jobs, estimates, invoices or leads.

What you need to know

  • Send files and attachments to any document in Tudodesk by using it's own private email address.

Steps

  1. Open the document.

  2. Click Show menu.

  3. Select Document settings.

  4. Copy the documents unique private email address

  5. Use this email to forward files or attachments that are automatically added to the document.

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