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MikeGMi

Emails and Open Attached

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We are now using Open Attach (OA) and beginning to deal with emails in OpenAttach.

 

Finding that our OA file page quickly gets filled up with emails which is not helped when a one email can start a chain of emails consisting of one-liners which all take time to at to OA and then Rename and Re-Categorize to try and make sense of each email to avoid each email having the same File Name. I am aware that these can be put into folders if this gets out of hand.

This is very time consuming.

How does everyone deal with this.

Would welcome suggestions

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2 minutes ago, MikeGMi said:

We are now using Open Attach (OA) and beginning to deal with emails in OpenAttach.

 

Finding that our OA file page quickly gets filled up with emails which is not helped when a one email can start a chain of emails consisting of one-liners which all take time to at to OA and then Rename and Re-Categorize to try and make sense of each email to avoid each email having the same File Name. I am aware that these can be put into folders if this gets out of hand.

This is very time consuming.

How does everyone deal with this.

Would welcome suggestions

 

if you have made sure the subject line on the first email starts with Ref: bb-bpyrefno - subject where bb stans for branch and bpyrefno is full policy ref eg abc01pc01 then open attach should automatically file these every half hour with out any intervention on your part including replies

 

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Thanks Colm for your speedy response. 

The emails are initially have the details you have stated in the subject line but the problem seems to be that you then have a number of Files with the same name apart from a number in brackets and you are not aware if the email in in or out so you have to go through each email to see which one you might need to go back to.

It can also be the case that you get a reply while you are still in a file to which you need to reply too.

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      The information contained in this message is correct at the time of going to
      press. Any action taken as a result of the information should be checked
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