How do I save my email correspondence in eBinders?

This feature allows you to automatically store emails from your study Team and their attachments in eBinders.

First, create a new binder to store your documents in by clicking "Create Binder" on the main Binder view screen. You can create a generic "Communications Binder" or give it a more specific title depending on how you and your study Team would like to organize it. You can skip this step if you would like to store your Documents within a Binder you have already created. 

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We suggest creating some kind of Folder structure within your Communications Binder. You can organize your Documents by month, study, or whichever way best fits your Team.

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Select the folder you would like to send your email to, and click "Import via Email" on the left side of your screen.

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A pop-up will appear with the address for this specific location within eBinders. Copy this address to paste into your email client. If you have a default email client set up on your computer, you can click "Open Default Main Client." Warning: This address matches this exact location with eBinders. Make sure you are in the exact location in which you want to import your documents. 

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Create an email with whatever text and attachments needed and address to your study Team member(s). Paste the address from eBinders in the BCC section, then you can send your email. 

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After the email has been sent, you will receive an email confirmation stating that your Documents have been uploaded successfully.

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When you go back to your selected destination within eBinders, you will find your Documents. There will be a Document containing the text within the body of the email and a separate Document for each email attachment. Each Document will also have the tag "Imported Via Email" automatically assigned to it.  

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When you open the Document containing the body of the email, you can select "View Related Document Details" on the left side of your screen. This will pop up a list of the attachments that match this email. 

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PRO TIP: You can save the destination within eBinders as a contact in your email client. That way you don't have to always copy and paste the address, you can simply select it from your contacts.

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