Hubdoc - Attach email and document together
When an email is sent to Hubdoc with attachments, have email and pdf/csv document(s) together as one item, instead of the email going into Failed and the document going into processing. Often the email has information that is not included in the emailed attached document (pdf/csv/etc). The email goes to one tab, the document(s) go to another tab. It's almost impossible to match them back up without going back to the original email to figure out what goes where.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
Pam van Muijen
shared this idea
Hello community, as we’ve mentioned earlier, you can add more information from the document that you’ve emailed to Hubdoc by using the #note function. That being said, we’ll update the status of this idea.
If you’re after something else, welcome to raise a new idea.