Email

Under Your portfolio in the menu. Open the page

Review imported Gmail communications and connect emails to the right project, contractor and documents.

Methodology: Email is often where quotes, invoices and decisions arrive. Importing it into the project creates a searchable audit trail without replacing Gmail. Mail is imported from the Gmail folder linked to each project, three times a day; a forwarded email is attributed to its original sender.

Steps:

  1. Link a Gmail folder to each project once — Folder setup here opens Settings → Gmail Folder Sync.
  2. Press Sync now when you want the latest mail immediately; the sync also runs three times a day.
  3. Deal with New suppliers from your project mail folders: Confirm, Allocate to existing, or Delete.
  4. Switch to Needs filing and File to the suggested project (or pick one), or Ignore; press Fetch attachments from Gmail to pull files into Documents.
  5. The Email badge in the sidebar shows new mail from recognised suppliers.