Utilizing Outlook Rules

By utilizing Outlook rules, you can easily automate saving certain messages to M-Files, on the basis of, for instance, the message's sender or subject. Example: you can specify that all proposals sent are to be saved to M-Files on the basis that the subject contains the word proposal.

You can find the Outlook rules in the Tools menu (select Rules and Alerts). The rules are user-specific.

Note: The best practice normally is to move a copy of the message to M-Files, in which case the actual message remains in the original folder, such as the Inbox or Outbox folder.

If Outlook is not open when the user receives a message that would be saved to M-Files according to the rule, M-Files will suggest Save pending messages now when Outlook is opened the next time.