To attach email attachments to a document library in Adapt:

  • Select an email within Outlook and wait for the AOA to find the record in Adapt, based on email address.

Note: Use the arrow to select the correct record if there is more than one. 

  •  If there is a document attached to the email, use the paper clip icon to add the document to Adapt:

  • When you click this button it will display the attachment screen. Select the document category required, in this example Original CV of the Candidate record document library.

  • Click the ‘Attach’ button to complete this process. It will now be attached to the record in Adapt:

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