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Exporting emails

Quick answers to help you get the most out of Engager

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