The Document Management feature retrieves emails from your Microsoft Outlook client and allows you to view them within BillQuick.
To do that:
1. Set up client email addresses in the Client screen. Multiple addresses can be separated by comma or semi-colon.
2. Send and receive emails in MS Outlook, as usual.
3. Open the Document Management screen in BillQuick and move to its Settings tab.
4. Select the folders that you want to scan for emails.
5. Check the Use Local Cache option to allow storage of emails in a local cache to improve performance. Click Apply.
6. Now select the client from the grid list and move to the Email tab.
7. Next click View Email on the button panel. BillQuick will scan the selected folders in Outlook and retrieve the emails.
8. Click on the View button on the grid to view the email in an Outlook window. Viewed emails can also have file attachments.
9. Hover your mouse cursor over the View button in the Body column to get a short preview of the email content.
10. Click on the In and Out tabs at the bottom to view emails received and sent, respectively. You can filter sent emails by sender's email address.
Note: This is a local email management feature, not a global email storage/retrieval solution.
