Help Centre › Building Processes
Save a case's documents from the mailbox, by the email and place each was sent in.
Runs on: Windows only.
Add it to a process
In the process designer, open the Add step tab. Find Save case documents from the mailbox under Email › Read & Search, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Documents | Yes | The documents list (e.g. {queue_specific_content::documents}) |
| Case ref | No | The case number (e.g. {queue_specific_content::caseRef}), so its folder is searched first |
| Look first in | No | Where to look for the emails, with the folders under it (default: Cases) Default: Cases. |
| Variable | No | Variable to store the saved files in (default: documents) Default: documents. |
What it gives back
{documents}– One {field, fileName, path} per document, in the order given
See all Email steps.