You can define automatic metadata for new objects created from an external mail
source. You can use fixed property values or extract property values from the
imported e-mail messages.
Do the following steps to define automatic metadata for objects created from an
external mail source:
Open M-Files Admin.
In the left-side tree view, expand a connection to M-Files server.
Expand Document Vaults.
Expand a vault.
Expand Connections to External Sources and then select
Mail Sources.
On the Mail Sources list, double-click the source that you
want to edit.
Result:The Connection Properties dialog is opened.
Click the Metadata tab.
Result:The Metadata tab is opened.
Use the Object type drop-down menu to select the object
type for new objects created through this connection.
Use the Permissions drop-down menu to select the
permissions for new objects created through this connection.
You can click the ... button to
refine the permission settings.
In the Properties section, click
Add to add a new automatic property for objects
created through this connection or select one of the existing properties and
click Edit to edit it.
Result:The Define Property dialog is opened.
Select either:
Use a fixed value: Use this option to add a fixed
value for the selected property.
or
Read from the e-mail message: Use this option to
extract a value from the e-mail message for the selected property.
Note: If
you select the Date field as the source of the
property value, the data type of the property must be
Time. It is not recommended to select a
property of the Timestamp data type for the
Date field because
Timestamp values are adjusted by the time zone
settings on client computers.
If the selected property is of the Choose from list data
type, in the Conversion to value list item section, select
either:
Use the value read as the ID of the item: Select
this option if you want to use the extracted value as an identifier of the
value list item with a separately defined name.
or
Use the value read as the name of the item: Select
this option if you want to use the extracted value as the name of the value
list item. You can check the Add a new item to the list if a
matching item is not found check box if you want to add a new
value list item whenever a new value is extracted.
Click OK to close the Define
Property dialog.
The email messages imported to M-Files through this connection are assigned automatic properties according to the settings
that you have defined.