Email Upload Wizard

Emails and attachments may be imported into QAction directly from Outlook using the Office Add-In or from Gmail via the Chrome Extension. When you select Add to QAction, a browser tab will open, prompting you to log in.

The Email Upload Wizard then displays each selected email by subject line, along with a list of associated documents available for upload. For every email, the wizard presents an Email File document—either in .msg or .eml format—which includes the complete message and all embedded attachments. Individual attachments are also listed as separate documents and may be added independently.

Users can access additional information about a particular email by hovering over the Information icon. The Select All checkbox allows you to choose all displayed files, while the Select Attachments Only option enables selection of just the standalone attachment files, excluding the Email File documents.

Selecting Cancel will discard all selected documents and return you to the default QAction screen. Once you have identified the documents for upload, click Upload Selected to send your files to the Upload Documents queue, where they will be prepared for indexing.