We need the Daisy back

In Classic we were able to open an email in outlook and then log on and attach in Gifts. now we are not able to do so. This is important because now there are more steps to save the doc to our harddrive and then save the doc in Gifts.

  • Guest
  • Oct 28 2021
  • Attach files
  • David Slavin commented
    October 29, 2021 12:59

    Hi there - if you are importing an email from Outlook that includes an attachment, all you need to do is drag that email and drop it on to the 'Upload Files' button in BBGM. The document created will include the attachment so you don't need to save that to your desktop first, plus the text from the body of the email will be saved into 'Long notes'.

    I find this process so much easier than the Outlook add-in which used to crash quite frequently and required a separate download/installation.