Saving Emails from Microsoft Outlook to M-Files

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M-Files is integrated with Microsoft Outlook and it creates a folder in Microsoft Outlook for every document vault. You can save emails with or without attachment files simply by dragging messages to the desired vault folder in Microsoft Outlook.

Tip: You can also drag and drop an email message directly to the M-Files user interface, and for instance, add the message file to an existing multi-file document by dropping it on top of the document object in the listing area.

When a message is added to M-Files, it is automatically tagged with the correct customer and contact person in M-Files, based on the domain of the sender's email address.

If, for example, the document vault contains the M-Files Inc. customer object and the email address of the customer is set to in the customer object metadata, all emails from the domain are automatically associated with the customer when the messages are added to M-Files.

Do the following steps to save an email message in Microsoft Outlook to M-Files:

  1. In Microsoft Outlook, drag and drop a message to a vault folder under the M-Files section.
    Result:The metadata card for the new document is opened.
  2. Use the Class drop-down menu to select an appropriate class for the message.
  3. Fill in any other metadata properties that you want, and then click Create.
The email message is saved to the selected vault with the metadata that you have provided.

For more information on M-Files functions in Microsoft Outlook, see Functions in Microsoft Outlook.

Now that you are up to speed with saving email messages to M-Files, proceed to Getting Familiar with Views for a tutorial on using views in M-Files.