Save Emails as PDF: Conversion options

You can customize how your emails are converted to PDF with options such as adding page numbers, embedding or extracting attachments, grouping emails into conversations, and applying a compact format to remove quoted text and signatures. Additional features include password encryption and the ability to control page breaks or store attachments separately in a ZIP file for maximum flexibility and security.

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How to encrypt your Salesforce files into Dropbox

NOTE: You must have a Salesforce Business/Enterprise Plan to sync using cloudHQ. A short illustration of how this is done can be watched in demonstration video here: cloudHQ with Credeon. Here are the instructions for how to set it up: Go to the Credeon website and install Credeon: Follow the installation procedure guide: You will be […]

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