Exporting an Email (from Outlook) to a Client Attachment

If you have an email you wish to save as a client attachment in your Microsoft Outlook, you can export the email from Outlook and upload it as an attachment under **Clients > Attachments **in Profiler. This article explains the process.

In Microsoft Outlook

• Click and select the email in Outlook so you can see it
• Go to File > Save As
• Save the email onto your PC in a location (ie. Documents)
• The email will have a filename (which is by default the subject) and then the last extension of .msg

In Profiler

• Go to the Client you wish to attach the email to

• Go the the **Attachments **tab

• Click Add New Attachments

  

• In the description you can type the description for the email that you are about to upload

• In **Attach File **click **Choose File **and go and select the file you previously downloaded from Outlook.

• When ready click Save Changes

• The file will be uploaded and stored against the client in Profiler under the Attachment tab ready for viewing in the future.