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NEW: File the attachment of the email into any contract document folder

Posted on October 26, 2013

Users can now remotely file into the IMS Contract Document Folder Structure by emailing the file to the “vault” email address of the contract. This is done by simply adding a code into your subject line of the e-mail sent and cc’ing the systems “Vault” address.

There are two options for filing the email.

Option one:
Insert the words “File 23.1: name of the document you are filing” into the subject line of the email you are sending to colleagues and “cc’ing” the Vault email address. The number ’23.1′ being the number of the Contract Document folder you would like to file the document into. This “code” will tell the system to automatically file the document attached to the email, into folder 23.1 on the IMS Contract Document Module with the name you specify in the subject line. This method Only saves the attachment of the email into the Contract Document folder specified.

Save the attachment of the email into any contract doc folder

Option two:
Save both the email body and the attachment into the IMS Contract Document folder. Insert the words “File All 23.1: name of the document you are filing” into the subject line of the email you are sending to colleagues and “cc’ing” the Vault email address. The number ’23.1′ being the number of the Contract Document folder you would like to file the document into. This “code” will tell the system to automatically file the document attached to the email as well as a PDF of the Body of the email, into folder 23.1 on the IMS Contract Document Module with the name you specify in the subject line. This method saves BOTH the attachment of the email and a PDF of the body of the eamil into the Contract Document folder specified.

Save both the email body and the attachment into a contract document folder

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