This feature allows you to add files without including the associated email.
1. For this feature to work, you need to grant IMAP permission first. Go to this link on How To Grant Permissions For Collabspot.
2. After you've done granting, open any email with attachments and hover to the file you want to save.
3. Hit the Collabspot Logo
4. Reference window will pop-up then select which entry you want the file to be added. You may rename the file if you wish to.
5. The archived file will shortly appear under Documents section of the selected entry.
Note: It takes a minute or less for files to appear in Sugar.
Are you experiencing issues on this feature? Contact firstname.lastname@example.org for further assistance.