In addition to using the Save to M-Files function, you can save messages to M-Files by using M-Files
folders. This offers several additional features for saving messages:
- You can save messages quickly and easily by dragging them to
M-Files folders in Outlook.
- M-Files folders are automatically available to you in Outlook
if M-Files has been installed on your computer. Automatically used M-Files folders
correspond to the M-Files vaults to which you have added a document vault connection.
- The messages are always copied from their original folder in
Outlook: messages are not removed from their original Outlook folder when you move them to the M-Files
folder.
- You can specify automatically populated metadata for each
M-Files folder.
The above functions are available in Microsoft Outlook 2007, 2010, 2013, and 2016.