Using the Gmail™ Add in

cieTrade supports a Gmail™ add in that can be downloaded to your Gmail™ account. After configuration, you can easily send attachments or emails directly to a Worksheet or Order in cieTrade and it will show there as an attachment on the Document list.

Installing and setting up the add in: 

1. Download and install the Gmail™ add in. Click here for the link. 

2. Confirm access. Once you are done with the authentication, find the cieTrade short cut. 

NOTE: you may need to click on the shortcuts panel at the bottom of your screen to show it:

3. You will see a configuration screen. Select Cloud and enter your cieTrade credentials.

4. Click Save Configuration. If the login credentials are authenticated, you will receive a configuration saved banner. 

Using the add in:

1. Find an email in your Gmail™ account that you want to send the entire contents or just the attachments in cieTrade. 

NOTE: The Order or Worksheet must exist prior to sending attachments to it. 

2. The add in panel will look like this until an email is opened:

3. Open an email and you will see the panel populate like this: 

4. Select where you want to attach this

5. The Save Name will automatically populate with the email name, or it can be overwritten.

6. In Send To, enter the worksheet or order number. 

NOTE: if it is a Receiving Ticket, enter PR- before the ticket number. 

7. Check the box next to the attachment name to include. 

8. Check Full email and all attachments if you want everything to be sent to cieTrade.

9. Click Upload to cieTrade

10. You will receive an 'upload complete' banner message at the bottom of the panel and be able to see the email and/or attachments on the Document tab of the specified Order or Worksheet. 

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.