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

Note: This content is no longer updated. For the latest content, please go to the user guide for M-Files Online. For information on the supported product versions, refer to our lifecycle policy.
  1. In Microsoft Outlook, do one of the following operations:
    • Locate the e-mail message that you want to save to M-Files, right-click the message and select Save to M-Files, and then select the vault where you want to save the selected e-mail message.
    • Locate the e-mail message that you want to save to M-Files, and then drag and drop the message to the preferred M-Files folder located in the Microsoft Outlook navigation pane.
    • First compose a new e-mail message, then, in the Message window, open the M-Files tab and click Send and Save to M-Files, and finally select the appropriate vault from the drop-down menu.
    Result:The New Document dialog is opened.
  2. 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.
  3. 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.
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.