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Viewing and interacting with emails in Synergy
Viewing and interacting with emails in Synergy
Updated over 3 years ago

Emails are saved to Synergy project folders as threads, keeping all the email messages saved with the same 'email ID / subject' grouped together within the project. How this works is:

  1. Bob Jones saves an email to the project folder with the subject ' Update on apartment construction - 26/06/2018'.

  1. Sally Smith saves a later reply to the same email thread that has the same subject line into the same project.

  1. Bob Jones also saves the same later email reply that Sally saved to the project.

In the example above both email 1 and 2 above are grouped together into a thread when:

  • Saved to the same project name.

  • The subject and message ID are the same in the email chain in Outlook.

The email is only saved as one row into to the project folder for all three items above:

  • The first email saved by Bob is version 1 in the email thread in the project folder.

  • The second email from Sally is saved as Version 2 of the same email thread.

  • The third email save from Bob is seen as a duplicate of the item already saved by Sally (based on message ID), and is ignored and not saved as the file already exists as version 2.

Note: Versions are based on when the email created date (sent/received) and not when they were filed to Synergy. Even if you file an email in non-sequential order, the latest email version will still be the most recent sent or received.

  • Downloading the email will by default download the latest version of the email.

When new emails are added to the 'email thread' in Synergy they are saved as new versions of the email message. In the example image below this email has multiple versions saved within the email thread, and there are attachments included in the email versions. There is only one row for all these files in the project folder, as they are saved grouped together as a thread.

Email details page

Downloading Emails

For downloading emails there are a number of formats you can download emails in:

  • Download only attachments in email or email thread

  • Download as text: Downloads email as in an .html without attachments.

  • Download email (note: if file is an .eml, attachments will be downloaded as well)

  • Download with all attachments: downloads the email and all attachments into a .Zip file.

Downloading emails when Outlook Connector is enabled

When enabled:

Emails filed are stored in email (.eml) format. Attachments are kept within the email thread and can be downloaded and opened in Outlook again.

When not enabled:

Files are stored in text format (.html). Downloading these emails will separate the .html file from the attachments.

When downloading and email with the outlook connector enabled, A pop-up will be displayed showing you how to re-open the email in Outlook.

Tips

  • You will also be able to find this email in the downloads folder on your computer, ready to be opened in Outlook

  • In your download settings in Chrome, you can choose to ‘Always open files of this type’. This will automatically launch Outlook when the email is downloaded.

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