We'd like to save the files contained in an email to a folder on our company server or to a folder on my desktop. Unfortunately, the only option we've found is drag and drop.
Is there a button to ‘Save as’ and choose the location where the file is downloaded ?
Thank you for your help.
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Hey there! Instead of dragging and dropping you can choose where to save the file to in your downloads folder. Just right click and choose “save as”. Alternatively you could change your browser settings and choose a location to save to before downloading.
Not sure if this would work for your business but I’ve also used the workflows to automatically send emails with attachments to a specific location as well. Hope trying those options help for you!
You can also change the settings in Preferences! This would be on an individual level
Hey there! Instead of dragging and dropping you can choose where to save the file to in your downloads folder. Just right click and choose “save as”. Alternatively you could change your browser settings and choose a location to save to before downloading.
Not sure if this would work for your business but I’ve also used the workflows to automatically send emails with attachments to a specific location as well. Hope trying those options help for you!
Thanks for your help, but the right-click doesn't work. So I can upload to the ‘upload folder’ (or the folder of my choice) but I can't save each attachment in a different folder. In my case, for example, I would like to save the PDFs of customer orders in the customer's folder without having to drag and drop or download them into drag and drop on the good folder.
Hi,
If you use the Front Desktop app, you can hold down Shift and click on the Download icon, this will prompt you to select the location for that specific file.
Alternatively, if you’re using the browser app, you can change the setting in your browser to always ask the location when you download a file. Here’s an example of this setting from Chrome.