Attach documents directly from outlook emails to document

Is there any way of attaching a document directly from an email in outlook to Sugar? For example, we want to drag and drop them in the 'document' tab in Sugar but it simply won't let us. At the moment we are saving them to a folder and then dragging and dropping them. Surely this should be basic functionality?!

  • Hi,
    Is there a solution for this issue? We are currently facing the same problem but only since we upgraded to version 12.0.0 (Enterprise). Before it worked well. We were able to drag and drop files to "documents" tab. Since the upgrade it hasn't worked anymore and we first have to save a file from Outlook and then upload it to Sugar (when creating a new document record).