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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How to troubleshoot Google Chrome extensions

Here are troubleshooting steps if you do not see cloudHQ chrome extension in your Gmail or you see it but the function is not working: Check your browser and installed extensions: Click here to verify your browser Verify that Chrome Extension is installed and enabled. Please check the following support note: How to verify that […]

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How to update your Chrome Browser

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