Paperless Filing For Email
One of our customers asked for an easy way to file his clients' emails. Emails may be important documents. They should be filed in the paperless office system if they are important.
I recommended printing each email to the PDF Writer printer to create PDF files for each email. Those emails should be sent to the computer's folder or directory that is designated for the specific client.
Our customer really liked that suggestions.
I will go further by recommending a filename format for the email. The format should be " .pdf". Thus, an email from client ABC01 on 10/8/05 that I want to delete on 10-15-2012 would look like "ABC01 2005-10-08a del-10-15-2012.pdf". A second email that day from that client would be given a filename of "ABC01 2005-10-08b del-10-15-2012.pdf". The "del-10-15-2012" is to designate to filebutler when this file should be automatically deleted.
So you think I should put the subject of the email in the filename? You can if you want, but we use X1 search to find stuff on our computers. Why waste the time to put in a subject?
I recommended printing each email to the PDF Writer printer to create PDF files for each email. Those emails should be sent to the computer's folder or directory that is designated for the specific client.
Our customer really liked that suggestions.
I will go further by recommending a filename format for the email. The format should be "
So you think I should put the subject of the email in the filename? You can if you want, but we use X1 search to find stuff on our computers. Why waste the time to put in a subject?
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