Functions in Outlook

M-Files offers several features and diverse benefits for the daily handling of e-mail messages and for their utilization in customer relationships. For example, you can automate storing messages in M-Files by utilizing Outlook rules and M-Files features. Extensive integration with Outlook provides you with, for example, the following features:

E-mail messages and attachments can be saved to M-Files in various file formats.
E-mail messages can also be saved automatically with their metadata by means of Outlook rules and M-Files features.
Contact persons and customers can be automatically associated with e-mail messages.
The M-Files flag indicates messages that have been saved to M-Files.
Messages related to a particular message are interlinked in M-Files. Thanks to this, the entire message thread is easily accessible and readable in M-Files.
The Show in M-Files function allows you to open a stored message in the M-Files user interface.
When an e-mail message is saved to M-Files in Outlook, the document date will automatically be the same as the e-mail date, no matter when the message is saved to M-Files.

Video: Email Integration

Saving An E-Mail Message in Outlook to M-Files

Steps

In Microsoft Outlook, locate the e-mail message that you want to save to M-Files.
Either:
1. Right-click the e-mail message and select Save to M-Files, and then select the vault where you want to save the selected e-mail message.
  or
2. Drag and drop the e-mail message to the preferred M-Files folder located in the Microsoft Outlook navigation pane.
The New Document dialog is opened.
From the Save as type drop-down menu, select the format in which the e-mail message is saved.
For more information about e-mail message storage formats, see Storage Formats.
Fill in the metadata for the e-mail message and click Create once you are done.
Note that some properties may be automatically populated. For more information, see Automatically Populated Metadata.

Results

The selected e-mail message is added to the selected vault in M-Files. An M-Files flag is also added to the message in Microsoft Outlook as an indication that the message has been saved to M-Files.