Help Centre › Building Processes
File the selected email, with its documents, in its case's own folder: Cases › CO-7.
Runs on: Windows only.
Add it to a process
In the process designer, open the Add step tab. Find File email in its case folder under Email › Organise, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Case number | No | The case number from Send to case (e.g. {case_ref}). Empty files it as unmatched |
| Cases folder | No | The folder that holds one folder per case (default: Cases) Default: Cases. |
| Folder for unmatched email | No | The folder, inside it, for an email no case took (default: Unmatched) Default: Unmatched. |
See all Email steps.