Answer
Yes. Incoming and generated documents can be assigned to a customer or case so that the business history does not stay scattered across inbox, drive and ERP. An email can trigger a new case or belong to an existing order. It must remain clear which document is the original, which version was approved and where legally relevant records are archived bindingly.
Workspace does not automatically replace the email system or a specialised archive. It establishes the working context and can manage references, copies or generated documents – depending on architecture and contract. Automatic assignment needs a clarification route for uncertain matches; a customer email assigned to the wrong case is more dangerous than a manual query.
As of 3 September 2026
Further reading
Related topic: Workspace: Customers and orders