- Goto cloudHQ dashboard for Save Emails as PDF
- Click on Manage Settings
Save Emails as PDF
Use case: Email e-discovery process with Export Emails to Sheets
Export Emails to Sheets by cloudHQ is an excellent tool which covers all phases of the email e-discovery process:
- Identification
- Preservation
- Collection
- Processing, Review, and Analysys
- Production and Presentation
How to share a package created by Save Emails as PDF
- Goto cloudHQ dashboard for Save Emails as PDF
- Click on the share icon
Use case: E-discovery process for emails using Export Emails to Sheets
To create a PDF package from the email list in the spreadsheet do the following:
- Go to to the following page: https://www.cloudhq.net/main_gmail_sheets/sheets_to_pdf
- Enter your spreadsheet URL and click on the Next Step button
- Select convert nad save options and click on the Start Save
IT Admin: How Google Workspace admin can login into user’s cloudHQ account
If you are a Google Workspace admin, then you can log in to the user’s cloudHQ account and manage the user’s jobs and settings.
How to enable saving emails to your cloud storage (Google Drive, Dropbox, Box, OneDrive, etc.)
Configure settings to save PDF files as downloadable PDF, Google Drive, Dropbox, Box, OneDrive (Office 365 Home or personal), and OneDrive (Office 365 Business)…
How to merge all emails in a label into one PDF (using wizard)
This note explain how to merge all emails into one PDF.
- Start Save Emails as PDF wizard
- Select Gmail label to save
- Select option Merge all emails into one document
How to find emails, package them into 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:
- Go to your Gmail and find all emails you and your clients that you need to upload your SkySlope file
- Start cloudHQ job to package all emails to one PDF
- Download the PDF and upload it into SkySlope file
How to attach and append emails using Save Emails as PDF
Now you can put all the emails your landlord ever sent and include them as an attachment in a single PDF. You can even add notes if you want, with the “append” feature.
How to forward multiple emails as a PDF attachment using Save Emails as PDF
To forward emails as a PDF attachment, select emails and then click on Save Emails as PDF -> Compose email to forward emails (attached as PDF)