You can use the Staple function to staple a set of associated emails and/or documents together. This can be used to represent the documents being sent together. It is also useful to collate documents to send for internal review.
For a video walkthrough that includes this feature, refer to Document Action Bar and Starred Documents (6 min).
To Staple documents:
Select more than one document in a list with the checkbox on the lift-hand side of the list. The Staple button displays in the tool bar. Refer to Selecting Documents in a List.
- The documents are stapled together and display the Stapled icon in lists.
When you select one of the stapled documents, the documents it is stapled to are listed in the Stapled section in the drawer.
From the Stapled section in the Drawer, you can click a document to display it in the Drawer and in the list.
Stapled Documents List
On the list, click the Stapled icon to display the Stapled Documents List. This displays the list with only the documents that are stapled together.
You can also display the Stapled Documents list by clicking the View link in the Stapled section of the Drawer of the selected document.
Clicking Clear Staple Filter re-displays the Documents list with all the documents.
Adding a Document to the Stapled Documents
You can add one or more documents to those that are already stapled. Click the checkbox to select any one of the documents in the stapled group. Then select the additional document(s) and click Staple. The additional document(s) are added to that staple.
Click the X icon next to the relevant document(s) in the Stapled section in the Drawer.