Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to upload emails to Creatio

1.Click the btn_com_email_tab00003.png button in the communication panel.

2.From the btn_com_roles_actions_menu.png menu, select the [Synchronize email] option (Fig. 1).

Fig. 1 Synchronizing email

scr_emails_act_synchronize_mail.png 

As a result, emails will be downloaded from the synchronized email server folders. Email attachments will be automatically added to the [Files] detail of the [Attachments] tab.

Note

You can set up periodic synchronization of the email account using synchronization setup page.

See also

How to process emails

How the fields are populated for downloaded emails

How to set up a personal mailbox

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