File Inbound Email

Open this form by selecting:

CRM > Relationships > Inbound Filing by drilling down on a filed or unfiled email.
Workflow Desk > File Inbound Emails desktop item by drilling down on an unfiled email.

The Inbound Filing form gives access to the detail of the email, the file against detail that you can update to file the email with the required records in Greentree Desktop, and the assigned user and team.