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 (7.0 or higher) 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, and 2013.