Attaching Emails to Workfront Documents via Workfront plugin on Outlook | Community
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caitlinluong5
Level 2
April 25, 2023
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Attaching Emails to Workfront Documents via Workfront plugin on Outlook

  • April 25, 2023
  • 3 replies
  • 1595 views

Hi - Can I attach Outlook emails to Workfront Documents (in a given project) through the Workfront plugin on Outlook 365?

The plugin only gives me 4 options: 

 

Add to Work adds only a task or an issue to a project and the email becomes part of the task/issue description.

Reply to Comment and Submit Request isn't relevant to my question. 

Update in Workfront adds the email as part of a Project Update.

 

But I'd like the email added as part of Documents in a project. Please assist! 

 

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    Best answer by Madalyn_Destafney

    When you have the email you want with the attachment, prompt the WF Plugin and choose the 'Update in WorkFront' option. You'll be prompted to select the project you want the update in, and then will see the contents of the email, including attachments. If you only want the attachment(s) uploaded to Docs, remove all the email content from the WF plugin area and keep only the attachment(s), which you'll see at the bottom. You don't have to tag anyone at this stage, but you can. Then click Update.

    Then you will see in the project's Docs tab that you specified that the attachment is uploaded in a new folder called 'Email Attachments' in Docs.

    If you found this helpful, please mark correct to help others : )

    3 replies

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    April 25, 2023

    Hi,

     

    Unfortunately, this isn't supported. As you have correctly outlined in your post, you can only add the email as an update to a task, issue or project (and upload the email as a document to that object). Or add it as work (which will create either a personal task, or a task/issue on an existing project). 

     

    The only workaround I can think of would be to add the email as an update to a project, but delete all of the contents of the update field before pushing into Workfront. This would still create an empty update in the system, but atleast it wont pollute the updates stream with the contents of your email.

     

    Best Regards,

    Rich. 

      Rafal_Bainie
      Community Advisor
      Rafal_BainieCommunity Advisor
      Community Advisor
      April 26, 2023

      The option that you are excluding "submit request" can actually carry over eml file to Workfront and put it to documents. The difficulty I see is that you would need every project set as request queue in order to be able to upload documents to them via the plugin.
      just as an example, both of these result from email:

      as a matter of fact mp4 attachment gets duplicated, because it's in the email and is also uploaded separately. that's usual for this plugin

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity Advisor
      Community Advisor
      April 26, 2023

      Along the lines of what @richard_le_ said, you can still send the file to a project's docs tab and just remove the rest of the email body in the WF Outlook plugin before sending it to your project. It will automatically populate in your project's Docs tab (will create a folder automatically called Email Attachments, which I don't see a way around, but still gets the doc in there!).

      If this helped you, please mark correct to help others : )
      C
      caitlinluong5Author
      Level 2
      April 26, 2023

      Hi, how do I send the file to a project's docs tab using the plugin? 

      Madalyn_Destafney
      Community Advisor
      Madalyn_DestafneyCommunity AdvisorAccepted solution
      Community Advisor
      April 26, 2023

      When you have the email you want with the attachment, prompt the WF Plugin and choose the 'Update in WorkFront' option. You'll be prompted to select the project you want the update in, and then will see the contents of the email, including attachments. If you only want the attachment(s) uploaded to Docs, remove all the email content from the WF plugin area and keep only the attachment(s), which you'll see at the bottom. You don't have to tag anyone at this stage, but you can. Then click Update.

      Then you will see in the project's Docs tab that you specified that the attachment is uploaded in a new folder called 'Email Attachments' in Docs.

      If you found this helpful, please mark correct to help others : )

      If this helped you, please mark correct to help others : )
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