Firm360 allows you to move attachments received through Client Messaging directly into the client’s Documents section. This helps keep important files organized and ensures they are stored with the client’s other documents.
Move a Message Attachment to Client Documents
Navigate to the Clients tab.
Select the client associated with the message.
Open the Messages tab.
Locate the message that contains the attachment you want to store.
Open the message to view the attachment.
Select the option to Create Documents from Attachments.
Choose the appropriate document folder if prompted.
Confirm the action.
Once completed, the attachment will be moved to the client’s Documents section where it can be accessed and managed with the rest of the client’s files.
Notes
Moving an attachment helps maintain a centralized document record for the client.
After the file is moved, it will appear in the client’s Documents tab.
Organizing message attachments into document folders can make it easier for your team to locate files later.