Mail Sources

You can use external mail sources to save, manage, and share important email, and to make sure that important information does not get lost in email boxes. For example, you can set a designated archive account to import all email to the vault and to then delete the messages from the mail server. In the vault, you can manage the imported messages with the M-Files features. Example use cases include managing orders or archiving sent offers. You can use the Cc and Bcc fields to save sent email to the vault as well, for example proposals and order confirmations. To avoid junk mail, you can set the email account to accept email only from users in your organization.

Warning: A large number of connections to external sources with short synchronization intervals can cause performance and other issues. One solution is to set a limit for simultaneous mail source updates. To do this, configure the setting Maximum Number of Simultaneous Updates in the Connections to External Sources > Mail Sources Common section of Advanced Vault Settings.