Drag and Drop emails into a client

Although emails are not received by HawkSoft, you can drag and drop emails from most email programs (such as Outlook or Thunderbird) into the Attachments list on a client or policy.

Once the email is in the Attachments list, you can open the email for viewing, and reply to or forward the email. See Drag and Drop emails into a client for more information.

This article explains how to drag and drop an email from an email program into a client in HawkSoft.

HawkSoft supports attaching of documents with file sizes up to 100 MB. Files approaching this size limit may be slower to attach or to view later.

Most web-based email programs do not enable you to drag and drop emails.

If you are using Microsoft Office 365, drag and drop may be possible. See Dragging and dropping emails from Outlook for more information.

1. Open HawkSoft and launch the client/policy you want to attach the email to.

2. Optional: Begin creating a log note to attach the email to.

   See Creating a Log Note for more information.

3. Open your email program (Outlook, Thunderbird, etc).

4. Click and hold your mouse on the email in your inbox or other email folder.

5. Drag the email to the client or log note in HawkSoft.

6. Release your mouse anywhere on the client.

   The Attachment Properties dialog opens.

7. Fill out the attachment properties and click Attach to attach the email to the client/log note.

See Drag and Drop Documents for more information about dragging and dropping into HawkSoft.

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