Getting started with Save Emails to PDF

Save Emails as PDF offers the following:

✔️ Merge multiple email messages into one PDF to send it to your lawyer
✔️ Send all of your e-receipts, in 1 pdf to your accountant
✔️ Package all your email messages and then upload them into your CRM
✔️ Create a hard copy backup of your emails for your own records

To find out more about Save Emails to PDF , click here.
To install Save Emails to PDF , click here.
Instructions on how to get started are here.

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Legal email collection and Save Emails to PDF

When collecting email evidence for use in litigation, whether it’s criminal or civil in nature, it is imperative that emails be obtained in a lawful, repeatable, and defensible manner. If they are not, they may not be admissible in court. Save Emails by cloudHQ can be save all email communication (sent and received emails) with a certain person to a single PDF document. This PDF document is admissible as a legal document or evidence in courts.

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How to find emails, package them to one PDF and upload them to SkySlope

If you have a bunch of emails within your Gmail account between you and your clients that you need to upload your SkySlope file for compliance the best approach is to package all these emails into one PDF the upload them into SkySlope file.

Here is an overview of steps:

  1. Go to your Gmail and find all emails you and your clients that you need to upload your SkySlope file
  2. Start cloudHQ job to package all emails to one PDF
  3. Download the PDF and upload it into SkySlope file
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