Choose what to import
Select the message and relevant attachments, then verify the destination entity and case.
Select emails and attachments in Outlook and assign the right context on import.
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A supplier sends an invoice and a general brochure. Bring in the invoice and, when useful, the accompanying message.
Select the message and relevant attachments, then verify the destination entity and case.
The selection reaches the review inbox with its origin recorded. Destination permissions and approvals apply there.