There are other options, but if you’re a Mac user, you’re in luck. What If Zapier, Outlook, or Acrobat Aren’t For You?
No need to worry about attachments, as these are automatically captured during the conversion process. When the Acrobat ribbon is installed in Outlook, you are only a few mouse clicks away from converting a single message, group of messages, or an entire folder of messages to PDF. These two programs work together seamlessly, allowing the user to create searchable email portfolios that are automatically indexed and hyperlinked. Īnother approach requires a combination of Outlook and Adobe Acrobat. One workaround is to use Zapier, a web automation app. You can print one message at a time to PDF or paper, but that’s about it. Google doesn’t provide a tool to let users save multiple messages in one step. If you believe in saving email to your client file, this poses a problem.
Read on if you believe, as I do, that email communications should be stored with the rest of your client documents to ensure a fully integrated, complete record of your work. If you follow this blog or read my articles in the Oregon State Bar Bulletin, you know I’m a big proponent of capturing email as part of the client file.
