This feature allows you to add files without including the associated email:
1. For this feature to work, you need to grant Gmail permission first. You will receive a prompt if you're not done granting Google permissions yet. Go to this link on How To Grant Permissions For Collabspot.
2. Open any email with attachments and hover to the file you want to save.
3. Hit the Collabspot Logo.
4. A reference window will pop-up, select which entry you want the file to be added. You can also rename the file if you wanted to.
5. After saving, the archived file will appear under Documents section of the selected entry.
Note: It takes a minute or less for files to appear in Sugar. Collabspot does not support attachments when a sender uses "Insert files using Drive" or "Insert photo" Gmail feature. Collabspot only supports "Attach Files" Gmail feature.
Are you experiencing issues on this feature? Contact email@example.com for further assistance.