Save emails to OneDrive – format for attached filenames

When you save email conversations to OneDrive, you can select from  the following options for attachment filename formats: email message filename – attachment_name attachment_name date attachment_name [from] date attachment_name [to] [from] date attachment_name email message filename – attachment_name For example, if you select one email conversation which has two attachments: …each attachment is saved using the email […]

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How to get email receipts in just one click

Get my receipts is a new tool that’s magic for your email receipts. To organize digital receipts and invoices for taxes or for expense reports, just click on “Get My Receipts” in Gmail and let the tool do all the work for you. It’ll organize your receipts into a spreadsheet by: ✅Date ✅Payment ✅ Taxes […]

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How to turn the Gmail thread conversation view ON or OFF?

By default, Gmail groups a message and its replies in a conversation that’s listed as a single inbox entry. Conversation threads are the recommended way to manage your email; they provide a fast, efficient way to see multiple related messages in one view. However, if you prefer to list messages separately, you can turn the […]

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How to disable plain text mode in Gmail

Wondering how to disable plain text mode in Gmail? In Gmail, you can easily send messages either using rich HTML formatting or just plain text. Click ‘Compose‘ in your Gmail’s left navigation bar: Click the ‘More options’ (three dots) in the email composition pop-up window: Make sure the ‘Plain text‘ mode is not checked.:

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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:

  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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