How to Save Emails from Outlook to PermAssist
ISSUE: How to save an email from outlook portal to Perm Assist Application
RESOLUTION: Follow below steps
STEP 1 - Saving an email from Outlook
- Select the email message
- Go to File > Save as
- Enter the desired name
- Select Save as Type as Outlook Message Format (*.msg)
- Save the Email somewhere on computer (e.g. Desktop)
STEP 2 - Upload the saved email to PermAssist
- Open particular desired application
- Go to Documents section
- Click on Add Document
- Click on Select File and Upload
- Select the File
- Click on Open
Related Articles
PermAssist workflow
PermAssist workflow You can find a progressive step by step video of this workflow in the help files section under ‘Workflow’. The ‘Proceed To’ function will always move forward to the next stage of an application in the workflow. You can alter ...
Inspections Booking on PermAssist
Step 01 Add Inspection Types to all PA applications using the System Admin --> Inspection Type option. Select the System Admin from Menu and Select Inspection Types from Submenu. Under the Template tab, add the necessary inspection types. Click on ...
PermAssist v2 Tag Template Guide
GUIDE FOR TAG TEMPLATE v2 Tags are used to label application according to the respective status it has progressed to and is a feature that is used to make it easier for clients to process applications and recognize the state or tags could be used as ...
How To Add Text Stamps for PermAssist
Please follow the Listed steps below to create a Text Stamp for PermAssist; Step - 1 - Go to System Admin. Step - 2 - Select the Stamp from the Menu. 3.Step - 3 - Click On the Add New icon shown in the image. 4.Step - 4 - ...
Performance Solution Save as a template
What's New? When a Performance Solution is added in an application the ability to save the same as a template How does it work? 1. Add a performance/alternative solution in an application 2. Select to add a custom Performance solution, fill in the ...