How do I add an email as a note?

Ebsta Support -

Quick add an email as a note 

1. View an email and the red Ebsta bar will relate the email record in Bullhorn.

 

EbstaBarOutlook.PNG

 

2. Click the "Add Email" icon OutlookAddNoteButton.PNG in the red bar to quickly add the email as a note against the selected record.

 

Add an email as a note

1. Open Ebsta for Bullhorn and go to the relevant record that you will want to add the current email against. This could be CandidateContact or Company. For the purpose of this example we will show you how to add an attachment to a Candidate.

2. Click on + Document in the menu bar at the top of the Candidate page. This will navigate you to the Add Document page.

3. Now select Add email body as a note and click Save.