Saving an e-mail as a Document

Sometimes it is handy to save an e-mail conversation as a Document on a user's profile.

Here is how to do that:

1. Drag your email from your inbox to your desktop.

2. Drag the file from your desktop to the Documents page of the Sonia user. This prompts a dialog box to open for you to define the document. Choose a category, add a description, indicate viewable permissions, and then click OK to close the dialog box. Save the profile.

3. Select the file, click the magnifying glass (view) icon, and the message will open.