Find your condo’s dedicated email address
Click your user profile icon (top right of every page)
Go to your User Profile by clicking View Profile
Open the Email Automation tab in your User Profile
Copy the email address shown
Each condo has its own dedicated email address in Managemate.
Send or forward an email
Send a new email (in the To or Cc line), or
Forward an existing email, to your condo's dedicated email address.
Note the following:
Include any file attachments you want saved.
The email subject becomes the document name.
The body of the email is saved in the description of the document.
Once sent, a document record is created automatically in your condo's Documents section.
Important: Email threads
Only the first email in a thread is saved.
Replies with the same subject line are discarded, to rdeduce unintended saving of emails.
To save a follow‑up email, change the subject line slightly before sending or forwarding it
Get notified (optional)
You can turn on the Send me an email when the document is created to receive a confirmation email with a link to the new document, after you use the email automation feature.
Best Practice: Finish organizing the document
After your new document is created using email automation: open the document to:
Add tags
Link it to a vendor, project, or activity,
Rename it or adjust the date, if needed.