save emails to pdf – cloudHQ Support

Getting started with Save Emails as PDF Chrome Extension (How to save emails as 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 as PDF, click Save Emails as PDF.

How to troubleshoot Google Chrome extensions

Here are troubleshooting steps if you do not see cloudHQ chrome extension in your Gmail or see it, but the function is not working.
Check your browser and installed extensions.
Verify that Chrome Extension is installed and enabled.
Ensure that permissions requested by Chrome Extension are accepted.

IT Admin: What is Save Emails as PDF for Teams?

Save Emails as PDF for Teams simplifies and streamlines the usage of Save Emails as PDF across your team. The key features of Save Emails as PDF for Teams are the following: Volume discount Google Workspace Admin integration Control end-user jobs Manage end-user downloads and exports Consolidated billing Pay via invoice Instructions for how to […]

IT Admin: How to setup Save Emails as PDF for Teams

Save Emails as PDF for Teams allows you to efficiently facilitate the use of Save Emails as PDF with your team. Setting up the program merely involves purchasing the correct number of licenses and inviting your team members through either email or Google Workspace admin, if it pertains to you.

IT Admin: How to add users to Save Emails as PDF for Teams as Google Workspace admin

As a Google Workspace admin, you can easily add users to your ‘Save Emails as PDF’ team through CloudHQ, without requiring end users to create their own account. The process involves three main steps – gaining necessary permissions and enabling Google Workspace Administrative API, installing cloudHQ to your Google Workspace domain, and then adding users.

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.

On your computer, open Chrome.
At the top right, click More .
Click Help and then About Google Chrome.
The current version number is the series of numbers beneath the Google Chrome heading.
Chrome will check for updates when you’re on this page. To apply any available updates, click Relaunch.

How to fix Gmail paste messing up signature problem

If you have problems with Gmail paste messing up your signatures install the latest version of Free Email Signature Generator by cloudHQ from here.

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.

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