Documents & Expenses
Find documents saved from email
Forwarded email bodies and supported attachments are saved automatically in Documents & Receipts when email capture is enabled.
How to use it
- Open Documents & Receipts.
- Find the saved email PDF or attachment by title or file name.
- Review its details and link it to the relevant item, system, or maintenance record.
- Edit or remove a saved document using the usual document actions.
Automatic email capture requires Ark or Ark+ and an enabled email service.