Functions in Microsoft Outlook
M-Files offers several features and diverse benefits for the daily handling of email messages and for their utilization in customer relationships. For example, you can automate storing messages in M-Files by utilizing Microsoft Outlook rules and M-Files features. Extensive integration with Microsoft Outlook provides you with, for example, the following features:
- Email messages and attachments can be saved to M-Files in various file formats.
- You can send an email message and, at the same time, save it to an M-Files vault with the Send and Save to M-Files button in the M-Files tab for Microsoft Outlook.
- Email messages can also be saved automatically with their metadata by means of Outlook rules and M-Files features.
- Contact persons and customers can be automatically associated with email messages.
- The M-Files flag indicates messages that have been saved to M-Files.
- Messages related to a particular subject are interlinked in M-Files. Thanks to this, the entire message thread is easily accessible and readable in M-Files.
- The Show in M-Files function allows you to open a stored message in the M-Files user interface.
- When an email message is saved to M-Files in Microsoft Outlook, the document date will automatically be the same as the email date, no matter when the message is saved to M-Files.
To disable the Send and Save to M-Files button in Microsoft Outlook, configure these registry setting on the client computer:
| Key | HKEY_CURRENT_USER\SOFTWARE\Motive\M-Files\<version>\Client\Common\<vault name>\MSOutlookRibbon | |
|---|---|---|
| Value name | ShowSendAndSaveInMFilesTab | |
| Value type | REG_DWORD | |
| Description | When enabled, the Send and Save to M-Files button is visible in the M-Files ribbon. | |
| Default value | 1 | Enabled |
| Value | 0 | Disabled |
| 1 | Enabled | |
To add the Send and Save to M-Files button to the default composer window in Microsoft Outlook, configure this registry setting on the client computer:
| Key | HKEY_CURRENT_USER\SOFTWARE\Motive\M-Files\<version>\Client\Common\<vault name>\MSOutlookRibbon | |
|---|---|---|
| Value name | ShowSendAndSaveInBuiltInTab | |
| Value type | REG_DWORD | |
| Description | When enabled, the Send and Save to M-Files button is visible in the default composer window of Microsoft Outlook. | |
| Default value | 0 | Disabled |
| Value | 0 | Disabled |
| 1 | Enabled | |
The M-Files system administrator can also apply these settings to multiple client computers. For more information, see Configuration Options for the "Send and Save to M-Files" Button.