5/16/24 10:46 AM

Introducing AutoMail: Save Emails Directly to Your SoftPro Select Order

SoftPro is excited to announce the release of AutoMail, a new tool for saving emails and attachments in your SoftPro Select orders!

AutoMail in 90 Seconds:

How AutoMail Works:

AutoMail automatically captures emails from across your organization via your Microsoft Office 365 account. Inbound and outbound emails with an order number in the subject line will be automatically pulled into the corresponding SoftPro Select order along with any attachments in that email. AutoMail tracks emails originating from Outlook 365 and from within SoftPro Select and saves them to the Order Attachments, so you can easily reference all of the emails regarding a particular file in one place. 

Key Benefits: 

  • All emails pertaining to an order are stored in one easy-to-reference folder
  • Tracks emails sent from Outlook and from within SoftPro Select
  • Automatically pulls emails and email attachments into the SoftPro order when the order number is in the subject line
  • Seamlessly designate which employees' emails and attachments are captured
  • Saves time and streamlines your workflow by eliminating manual processes

Contact us to learn more and to start using AutoMail now!


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