Exporting emails

Exporting emails

There may be times when you need to export a client's email correspondence. Perhaps this is required as part of a handover to a new accountant, or perhaps Data Protection SAR requests. 

At present, there is not a way to do this within the Engager platform, and so as a workaround, we'd recommend doing this in your native email provider's software. 

 

You can search emails in Engager, which can be done in the client's record:

 

Outlook / M365

 

To download an email from Outlook, you can:  
  1. Open Outlook
  2. Select the email(s) you want to download
  3. Click File in the Outlook menu
  4. Select Save As
  5. Choose a folder, enter the name of your file, and select a file format
  6. Click Save
You can also download emails from Outlook by:
  • Exporting to a file
    Select Open & Export, then Import/Export, then Export to file. Choose Outlook Data File (.pst), select the folder to download from, and click Finish.

    Gmail 

    To download an email from Gmail, you can:  
    • Download an individual email:  
      1. Open the email in Gmail  
      2. Click More  
      3. Click Download message  
    • Save an email as a PDF:  
      1. Open the email  
      2. Click the Print icon  
      3. Select Save as PDF in the destination window  
    • Export multiple emails:  
      • Use Google Takeout:  
        1. Log in to Gmail and go to Google Takeout  
      • Select Mail from the list of Google products  
      • Choose what you want to export  
      • Select your destination  
      • Choose if you want the export to repeat automatically  
      • Choose the file format and maximum file size  
      • Click Create export  
    • Use the Gmail Export plugin:  
    • Install the Gmail export plugin  
    • Search for emails in your Gmail  
    • Click the Export button  
    • Save emails to Google Drive:  
    • Open an email in Gmail  
    • Click Save to Google Drive  
    You can also use Gmail offline by:  
    • Going to Gmail offline settings
    • Checking Enable offline mail
    • Choosing your settings
    • Clicking Save changes

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