Save Attachments Directly to Client Documents
You can save attachments from your clients' emails to TaxDome either manually or automatically.
How to save an attachment manually
When a client emails an attachment, you can save it to TaxDome as if the client had uploaded it themselves. Open the email & click Save to TaxDome next to the file, select the folder where you would like it placed - and that's it!
How to save attachments automatically
You can auto-save attachments emailed you by clients. To turn this feature on, navigate to Settings, then turn the Automatically save attachments toggle. With this feature, attachments from clients' emails (MS Office docs, PDF files, and images) will auto-save inside the client documents folder.
- If there is a file with the same name and size in the Client's Docs section's Unsorted subsection, then the new one will not be saved.
- If there is a file with the same name but of a different size in the Client's Docs section's Unsorted subsection, then the new file will be saved with the appropriate suffix (i.e. FileName (2).pdf).
- Files whose size exceeds 25 MB will not be saved.