Files (Dossiers) are always linked to one or more contacts or yourself.
Creating a new file works as follows:
- Go to the menu option New -> File or create one directly from a contact by clicking the '+' icon in the file section of the contact widget.
- An email message can be linked to a file in several ways, both from the Inbox and from a contact’s archive. Here's how it works:
Link an email to a file where the desired contact is already linked.
- Simply drag the email to the file listed on the left side of the contact widget.
- The email is immediately linked to the selected file.
- You will see a link icon next to the file, indicating that it is linked.
- The email message shows a file icon to indicate that it is linked to a file.
Link an email to another file, where this relationship is not linked.
- Go to the email message and use the right click.
- Choose File link. The following screen is displayed.
Find the desired relationship where the file you want to link is located or search at the bottom for the desired file.
Double-click on this to move it to 'Linked files'.
Choose Save.
The e-mail message is now linked to the desired file and the message can be found there.
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