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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. Go to the client's CRM > Communication. Under Entries to show, tick E-mails, then type in E-mail subject, meeting subject or text message filter:. The search looks at the email subject. You can also use Show messages and meetings on and before: to narrow it down by date.

Client Communication filters with E-mails, Text messages and Meetings or calls ticked, a date filter, and the E-mail subject, meeting subject or text message filter highlighted

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 using Google Takeout:
    1. Log in to Gmail and go to Google Takeout.
    2. Select Mail from the list of Google products.
    3. Choose what you want to export.
    4. Select your destination.
    5. Choose if you want the export to repeat automatically.
    6. Choose the file format and maximum file size.
    7. Click Create export.
  • Use the Gmail Export plugin:
    1. Install the Gmail export plugin.
    2. Search for emails in your Gmail.
    3. Click the Export button.
  • Save emails to Google Drive:
    1. Open an email in Gmail.
    2. Click Save to Google Drive.

You can also use Gmail offline by going to Gmail offline settings, checking Enable offline mail, choosing your settings, and clicking Save changes.