Associating Messages with Contacts

In M-Files Admin, you can set M-Files to automatically associate the sender and recipient information of email messages with contact persons and customers saved in the vault. For example, M-Files can automatically associate a message from [email protected] with the contact person Matt Bay and the customer ESTT Corporation. For instructions on how to specify the properties in M-Files Admin, see Email Client Integration Settings.

The automation is activated when you save an email to a vault-specific M-Files folder in the classic Microsoft Outlook. This also applies to all subfolders of that M-Files folder.